Financial Preparedness Resources

Does the thought of financial preparedness and managing your financial life leave you with a headache?

Here you will find resources to help you create and maintain your financial first aid kit.

Financial Basics:

• Choosing A Financial Advisor
• Financial Advisor Designation Table: Learn more about the most common Financial Advisor Designations
• Tips To Protect Yourself
• Glossary: A comprehensive and useful glossary of financial terms. Learn Financial Lingo!
• Financial Regulatory Agencies
• Sign Up For The GET READY! Newsletter
• Articles and interviews published in print publications and on other websites

 

Managing Your Insurance

• Optimal Insurance Deductible Calculator
• Annual Percentage Rate For Insurance Premiums – see if you can save money by switching how often you pay premiums
• Insurance Company Rating Services
• Insurance Annual Review Guides

Disability Insurance:

• Ten Things That You Need To Know About Disability Insurance

Life Insurance:

• Secrets of the Life Insurance Industry
• Top Ten Questions on Life Insurance
• Why Would My Life Insurance Policy Underperform?
• How Much Life Insurance Do I Need? 

Videos:

• Answers to Common Questions on Life & Disability Insurance

Slidecasts:

• Life and Disability Insurance Workbooks Overview
• Understanding Term Life Insurance
• Understanding Permanent Life Insurance