Literature Downloads
Insights and Resources to Help You Plan with Confidence
Our literature library brings together helpful guides, worksheets, and educational materials designed to simplify complex topics and support informed financial decisions along the way.
2026 Retirement Calendar Checklist
Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care.
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Pieces of the Future
As a woman, you may face unique challenges as you approach retirement. But with a little help, you can assemble the retirement of your dreams.
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Monthly Budget Worksheet
Understanding where your money goes each month is key to financial stability. Our Monthly Budget Worksheet helps you map out expenses, identify spending patterns, and find opportunities to save. With a clear picture of your finances, you can make informed decisions and stay on the path to your goals.
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Don't Let Medicare Overwhelm You
Our licensed and independent insurance agents have a deep understanding of your available Medicare Health Plan options including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug plans. That means they’re ready to find the Medicare strategy that’s right for you!
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Generational Vault
As our client, you have complimentary access to Generational Vault®, a proprietary online portal designed to bring convenience, clarity, and transparency to your financial life.
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Flexible Protection For a Healthy Retirement
In today’s world of longer lives, the need for long-term care is inevitable for many people. Long-term care insurance can help protect your assets from the devasting costs of a prolonged or extreme need.
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6 Reasons That Now Might Be a Great Time to Convert Your IRA to a Roth IRA
One of the main differences between a traditional IRA and Roth IRA is when you pay taxes — and how much you’ll pay.
While you do have to pay taxes upfront on the amount you convert to a Roth, those taxes could potentially be offset by tax-free growth. Converting your traditional IRA to a Roth IRA can be an effective method of minimizing taxes on future distributions for some people.
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Your Guide to Avoiding 401(k) Rollover Mistakes
Have you recently left or lost your job? If you had a 401(k), a rollover might be right for you. However, there are many rules you need to be aware of to avoid costly tax penalties.
Make it easier with our complimentary guide to avoiding 401(k) rollover mistakes.Get My 401(k) Rollover Mistakes Guide.
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Tax Fact Sheet
Concerned rising government spending might mean higher taxes? Good news! While taxes aren’t optional, you may have choices about WHEN you pay them. And WHEN can be a powerful tool.
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Eight Obstacles to Retirement
Not everyone’s retirement path is smooth. For some, there may be traps and roadblocks like market downturns, rising inflation, and the loss of a spouse. Thankfully, an appropriate strategy can help prepare for some of those bumps.
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Annuities Perception vs Reality
Annuity products can be misunderstood — which may be in part due to a lack of education among consumers. The bottom line is that annuities may be an option that can help people meet their needs for retirement income. And, for other people, they may not be the right option. It’s important to understand the features, benefits, and drawbacks of annuities to help determine if annuities are right for you.
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Enhanced Planning Checklist
Do you have a strategy that dictates how you want your assets handled after you’re gone?
Without one, even the most stable families can have misunderstandings and lingering resentment over your assets. A little preparation with enhanced planning can help you leave a legacy of family harmony, regardless of the size of your estate. Plus, it may help ensure that your family doesn’t have to face lengthy and expensive probate proceedings.
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