Calculators
Need help planning your financial future? Use the calculators below to help understand your needs, then, contact our agency for a personalized approach to your financial strategy.Insurance
Modal Charge Disclosure and Annual Percentage Rate
Use this calculator to determine the total dollar amount and the Annual Percentage Rate (APR) for any additional charge you may incur if you pay your annual premium in installments. Learn More
Lifetime Economic Value
How Much Life Insurance Do I Need? Learn More.
Income Gap
How Would a Disability Affect My Finances? Learn More.
Disability Benefits Benchmarking Tool
Find out if your company’s disability benefit plan is competitive by using our quick and easy benchmarking tool; compare your coverage to top companies. Learn More.
Retirement
Retirement Planner
How Long Will My Estimated Retirement Savings Last? Learn More.
Retirement Income
What Will My Monthly Income Be in Retirement? Learn More.
Personal Finance
College Savings
How Much Do I Need to Save for College? Learn More.
Business
Key Employee Value
How Would the Loss of a Key Employee Affect My Business? Learn More.
Business Expense
How Would I Cover My Overhead Expenses If I Couldn’t Work? Learn More.
Disability Exposure: Business Valuation
Are You Prepared for a Partnership Buyout After an Unexpected Event? Learn More.
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