Life insurance. Annuities. Long-term care policies. Here, users will find articles, calculators and learning tools that help them better understand these products and how they might suit their individual needs.


Buying Life Insurance: What Kind and How Much?
This article introduces different types of insurance products and the role that they can play in a personal financial plan.

Long-Term Care Insurance: Understand Your Options Before You Buy
This article provides an overview of long-term care insurance, covering issues such as when to purchase coverage and what to look for in a policy.

Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.

The Role of Insurance in Your Financial Plan
This article describes different types of insurance and suggests ways to make sure you are adequately covered.

Why Disability Income Insurance?
This article discusses the importance of disability income insurance for employees, small-business owners, and the self-employed.


Managing Investment Risk
This session teaches about the different types of investment risk and the steps you can take to minimize risk in your portfolio.


Annuity Contribution
Calculates how much you will need to contribute to a tax-deferred annuity in order to reach your retirement goal.

Annuity Accumulation and Payout
Calculates the value at retirement of an annuity and the annual payment that can be expected over a 20-year period.