insurance
Annual Benefits Review Checklist
Review health, disability, life insurance and retirement benefits each open enrollment so they match your goals and coverage needs.
Medicare Open Enrollment
Medicare Open Enrollment begins October 15. Use our flowchart to decide whether this is the year to change your Medicare coverage.
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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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What Issues Should I Consider With My Employer-Provided Benefits?
Retirement plans, insurance, and other benefits are easy to underuse. See what's worth a closer look.
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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.
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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 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 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 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 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 Property and Casualty Insurance Policies?
Home, auto, and umbrella coverage are worth a periodic check. See what to review.
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Protecting Your Assets: Estate, Health, and Insurance
A Meridian panel on the documents, health coverage decisions, and policy limits that determine whether your assets reach the right people.