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.
Split-Dollar Life Insurance
Disability Income Insurance for Business Owners
Last-Survivor Life Insurance
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
Term Life Insurance
Universal Life Insurance
How Can I Maximize My Insurance Benefits?
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.
Protecting Your Home
HMOs and PPOs
Evaluating Insurance Companies
Estates & Trusts
What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.