Resources for advisors and the clients they refer.
Everything we publish, in one place: guides, tools, carrier information, and directories.
Guide library
Plain-language guides to life, disability, long-term care, home and auto, umbrella, and commercial coverage, plus advisor checklists with downloadable one-pagers.
Browse the guidesAdvisor tools
Check a disability income gap, screen an existing policy or umbrella program, or preview underwriting fit. Four free tools, with no login.
Explore the toolsCarrier standard
The carriers we place with, the A- floor they must clear, and what falls outside the standard.
See the standardWhere we work
State-by-state coverage for life, disability, long-term care, and property lines.
Check your stateBlog
Articles on insurance decisions that come up inside financial planning, written for fee-only advisors.
Read the blog
Find a fee-only advisor
For clients without an advisor: the directories we trust for finding fee-only fiduciary planners.
See the directoriesSend us the policy or client situation.
We can review existing coverage, compare options, or talk through the case before you make an introduction.