Insurance & Risk Management
About these resources
10 resources
Insurance is the part of a plan that protects everything else in it. The questions worth asking are how much coverage is genuinely needed, what the policy actually pays, and whether the coverage you bought years ago still fits your situation.
These guides cover both buying new coverage and reviewing policies already in force.
5 Things to Know About Medicare to Avoid Retirement Mistakes
Enrollment windows, creditable coverage, IRMAA surcharges, and Medigap versus Advantage — the Medicare decisions that carry lasting consequences.
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Common Types of Life Insurance Policies
Term, whole, and universal life policies each work differently. See a plain-language comparison.
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Comparing Long-Term Care Insurance Products
Traditional LTC, hybrid policies, and riders each cover long-term care differently. See how they compare.
Free PDF downloadWebinar on Demand: Avoiding Medicare Mistakes in Retirement
Sarah Irving of Meridian and Angela Windett of Steinlage Insurance Agency on enrollment timing, coverage choices, and premium surcharges.
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What Issues Should I Consider When Purchasing a Life Insurance Policy?
The right coverage amount and policy type depend on your specific goals. See where to start.
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What Issues Should I Consider When Purchasing Disability Insurance?
Your ability to earn an income may be your biggest asset. See what to review before buying disability coverage.
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What Issues Should I Consider When Purchasing Long-Term Care Insurance?
Long-term care costs can be significant. See what to review before choosing a policy.
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What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
Coverage that fit five years ago may not fit today. See what to check on your current policy.
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What Issues Should I Consider When Reviewing My Health and Life Insurance Policies?
Health and disability coverage deserve a regular check-in too. See what to review.
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What Issues Should I Consider When Reviewing My Property and Casualty Insurance Policies?
Home, auto, and umbrella coverage are worth a periodic check. See what to review.
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