Resources and Guides
Here are just a few of our favorite resources for a customized plan to protect your financial future.
Book of Medicare
Written specifically for people turning 65, this helpful guide demystifies Medicare and sheds light on your choices.
Medigap Plans vs Medicare Advantage
Confused about Original Medicare & Medigap options compared to Medicare Advantage plans? This guide from the unbiased, non-profit Medicare Rights Center will help.
Term Laddering
Learn one of the most efficient ways to protect your family’s financial well-being as time passes and needs change.
Self-Insuring for Long-Term Care
Our most innovative solution to protect your assets and reduce the burden on your family if you end up being one of the 70% who need long-term care at some point.