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Insurance Protection

You are working hard to build a life you enjoy with the people you love, and now it's time to protect it all. However, it can be tough to know how much or what type of insurance you need. Insurance can be more than a safety net. Depending on the type you purchase, it can serve as the foundation for a sound financial plan.

Long-Term Disability

    • Pre-retirement we want to protect ourselves from the loss of income due to disability.

Long-Term Care

    • Post-retirement we can anticipate higher health care costs and want to protect our assets and lifestyle.

Are you prepared? We can help ensure that your health care expenses don't affect your lifestyle both before and after retirement.

Source: Nationwide/Harris Poll "Health Care and Long-Term Care Study." Consumer study of 801 adults 50 and older, 2016;
Source:, May 23, 2017

Additional Links and Resources

  • Assess life insurance needs - use this calculator to estimate how much life insurance you would need to meet your family's needs if you were to die prematurely.

  • Test your life insurance knowledge - How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

  • Long-term care needs - use this calculator to determine your potential long-term care needs and how long your current assets might last.

  • What to look for in a long-term care policy - list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More
Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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