Creative Financial Professionals

Articles

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.

Personal Finance

What Is Term Life Insurance?

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Personal Finance

What Is Whole Life Insurance?

Some of the pros and cons of whole life insurance.

Personal Finance

What Is Universal Life Insurance?

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Personal Finance

What Are the Main Types of Auto Insurance?

Even if your state doesn’t require certain types of auto insurance, it may be wise to purchase multiple types to ensure you are covered for a variety of situations.

Personal Finance

How Do I Make a Property Insurance Claim?

When it is time to make an insurance claim, it helps if you are familiar with your policies and the steps you should take to file a claim.

Personal Finance

How Can I Protect My Home?

Since your home is one of your greatest assets, you should make sure it is adequately protected. That's where homeowners insurance enters the picture.

Personal Finance

What Types of Health Coverage Are Available?

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Personal Finance

What Is the Difference Between an HMO and a PPO?

Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

Personal Finance

Am I Prepared for Long-Term Care Expenses?

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

Insurance Planning

Auto Insurance: Determining Your Policy Needs

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