Articles
79% of Americans agree they would benefit from having basic financial education and information. Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Risk Management
Why Purchase Life Insurance
If you have a family who relies on your income, it is important to have life insurance protection.
Split-Dollar Life Insurance
Property and Casualty Insurance
Last-Survivor Life Insurance
Term Life Insurance
Universal Life Insurance
Insurance Claims
Insuring Your Future
Protecting Your Home
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Long-Term Care Costs
Estates & Trusts
Estate Planning
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.