Read this before the call.
Plain explanations of how life insurance actually works: the kinds, the amounts, what happens to coverage through work, and what a final-expense policy is for. Written to be read before the call, so the call can be about you.
- Guide · 5 min read
Term vs. permanent life insurance: which one actually fits
The two families of life insurance do different jobs. What each one is for, what it costs relative to the other, and the cases where a mix is the right answer.
Read the guide → - Guide · 5 min read
How much life insurance do you need? Two ways to get a number
The income-times-years rule and the DIME method, worked through for one family, with the adjustments an adviser makes on top.
Read the guide → - Guide · 4 min read
What happens to your life insurance when you leave your job
Group life through work is worth having and almost never enough. What it usually covers, what happens when you leave, and the 31-day window most people miss.
Read the guide → - Guide · 4 min read
Final expense insurance, explained
A small whole-life policy built for one job: the funeral and the last bills. Who it's for, what it costs relative to term, and the two-year rule to know about.
Read the guide →
See your family's number
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