Plan for tomorrow

Resources to help you better manage your money, prepare for retirement, and protect what matters most.

A man runs outside

Making your resolutions stick

Mon, 10 Jan 2022 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips Health & Wellness

Most Americans make some sort of New Year’s resolution. But for many, those goals don’t make it through January. If this is your year to make your resolutions stick, consider these tips.

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A middle-aged woman works with a young agent on her retirement plan

How can a life insurance policy help with retirement planning?

Mon, 12 Apr 2021 | Reading Time: 3 minutes
Life Insurance Planning for Retirement

Buying the right life insurance coverage with your future retirement in mind can make it easier for your family to handle finances when you die. It can also help protect your money, manage your taxes and give you the opportunity to grow cash value which you can use for a variety of needs and activities.

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A middle-aged couple meets with their financial advisor

Reviewing your life insurance policy with a financial professional

Tue, 22 Jun 2021 | Reading Time: 5 minutes
Life Insurance

As your life situations change, so do your life insurance needs. That's why it's vital to keep your life insurance policy up to date by reviewing it regularly with a financial professional.

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A young family look at life insurance options online

Is a life insurance policy through your job enough?

Wed, 08 Sep 2021 | Reading Time: 6 minutes
Life Insurance

To secure the appropriate amount of coverage for you and your family, it's vital to consider buying a supplemental or individual life insurance policy. Here’s why.

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A young father holds his baby

What can life insurance do for you?

Mon, 13 Sep 2021 | Reading Time: 5 minutes
Home & Family Life Insurance Planning for Retirement

If you want to protect the people you love, life insurance should be an important part of your financial planning. It can provide a meaningful amount of money to your family, give you a way to leave a legacy, and much more.

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A family light sparklers for the New Year.

5 financial resolutions to ring in the New Year

Tue, 28 Dec 2021 | Reading Time: 4 minutes
Home & Family Saving Tips

If you blew the budget this holiday season, or if you’re just hoping for a fresh start in 2022, consider these five tips to focus on finance in the new year.

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A middle-aged man has a important conversation with his teenage son.

Term conversion explained

Mon, 20 Dec 2021 | Reading Time: 5 minutes
Life Insurance

Term conversion offers you the option to move from term insurance to a permanent policy. Check your policy to see if you have a conversion option.

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A family video conferences with grandparents for the holidays.

Ideas on how to talk about financial planning with your family

Mon, 13 Dec 2021 | Reading Time: 6 minutes
Home & Family Planning for Retirement

Talking about financial planning can sometimes make people feel uncomfortable, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.

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A woman hugs a man from behind with her arms draped around his shoulders

Can a fixed index annuity help protect against sequence of returns?

Thu, 30 Jul 2020 | Reading Time: 5 minutes
Annuities

People typically think of the average rate of returns when it comes to sustaining their retirement income. However, what might be more impactful is not the average return, but the order of returns.

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A young man wearing a medical mask works on his computer

How the pandemic has affected financial planning

Mon, 16 Nov 2020 | Reading Time: 6 minutes
Annuities Planning for Retirement

Many of us are feeling the effects of the COVID-19 global pandemic, especially when it comes to managing our finances. We recently surveyed hundreds of consumers about how COVID-19 has impacted their money. Nearly half of the respondents agreed that the pandemic has influenced the way they handle their finances and how they save for the future.

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An older white retirement-aged women smiles while swinging.

What to know about women and retirement

Mon, 31 Aug 2020 | Reading Time: 5 minutes
Life in Retirement Planning for Retirement

Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.

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Mature father and toddler walk in the woods

What are living benefits and why are they important?

Tue, 25 Aug 2020 | Reading Time: 3 minutes
Life Insurance

You may know that life insurance can help fill the income gap for your family and/or beneficiaries if you were to die unexpectedly. But did you know that life insurance can also be used while you’re living?

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A young family smile together at a christmas tree farm

How to prepare your finances for the end of 2021

Mon, 29 Nov 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Home & Family Saving Tips

From making sure you hit financial deadlines to reviewing your portfolio, there are many items to include on your year-end checklist. Here are a few things you might want to add to your list for review.

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A Hispanic couple meets with a financial planner.

Estate planning checklist

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Estate Planning

When you pass away, it’s important to have provisions in place that allow your family and friends to receive your money and possessions. That’s where good estate planning comes in. To ensure your loved ones receive your assets you’ll need to add a few things to your checklist.

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A young Asian woman looks worried while using a computer.

Four common financial mistakes to avoid

Thu, 30 Jul 2020 | Reading Time: 3 minutes
Budgeting & Debt Management

Planning your financial strategy can be difficult and complex—knowing where to start is often the hardest part. How do you know if you’re making the most of your finances? Visiting with your financial professional is always a great place to begin. Before doing so, you may want to evaluate your finances and make sure you’re not making any of these four common mistakes.

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An elder couple look over their retirement documents in their kitchen

Building retirement confidence

Mon, 22 Mar 2021 | Reading Time: 5 minutes
Planning for Retirement

Do you lack confidence in your retirement goals? You aren’t alone. 41% of participants in the recent North American survey gave themselves a ‘C’ or lower on retirement planning.

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A person takes their wedding band off their finger

What can happen to your finances after a divorce

Mon, 08 Nov 2021 | Reading Time: 4 minutes
Home & Family Life Insurance Annuities Planning for Retirement

Going through a divorce or a separation after a long-term relationship can be one of the most emotionally taxing experiences in a person’s life.

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A man hugs his older mother.

Tips for choosing a life insurance beneficiary

Mon, 14 Sep 2020 | Reading Time: 6 minutes
Life Insurance

A beneficiary receives assets if you die while the policy is still active. But deciding who gets your money isn’t always just a matter of selecting a person. Your policy rules and state laws may affect or even restrict your choices.

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A black couple dances in their kitchen.

Finding the right life insurance match for you

Thu, 30 Jul 2020 | Reading Time: 5 minutes
Life Insurance

If it’s your first time shopping for life insurance, there’s a good chance you may not know which option is the right one for you. Finding the best match requires some homework before you make your choice. Here’s a breakdown of the various life insurance options to help you figure out which one fits best.

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A large family go for a hike in farm lands

Buying life insurance for your whole family

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Although most of us tend to imagine individuals when we think about life insurance buyers, coverage can also be extended to your children and other family members to help make everyone’s lives a little easier.

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