Help protect the people and things you care about

Life is full of twists and turns. Unexpected events like an illness or accident can throw even the best laid plans off course. You deserve the life you’ve worked hard for, so you’ll want to plan ahead so you don’t use up your hard-earned savings on emergencies.

Working together, we’ll help you prepare for the unexpected by talking about solutions like health, long-term care, disability income and life insurance. We’ll also discuss property and liability coverage. Preparing for the unexpected is just one of four key needs that we’ll plan for together using our exclusive Confident Retirement® approach.

A simple solution for the unexpected in retirement

Are you looking for a simple way to protect your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to put cash, CDs, or money market dollars to work to help protect your retirement and loved ones from this potential risk?

Learn more about a simple solution for this unexpected risk, especially if you:
  • Are planning for retirement,
  • Have never assessed your risk to long-term care expenses, or
  • Have previously objected to long-term insurance (e.g., because you may “waste” premiums if you never have to use the benefit; or, because you were concerned about future premium increases).
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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)