Getting Started: Insurance

One of the largest assets for an individual is their ability to earn an income. This means that one of the largest risks to your plan is a disruption to your ability to earn this income. To minimize this risk, we look at a few types of insurance coverage.

Insurance information will help us understand if you have a possible gap in coverage. We will look at your insurance coverage in relation to your other financial goals. We also use your life insurance information to calculate survivor scenarios in the Projections Section.

Don't forget to add employer coverage as well as private coverage. Employer insurance coverage for life insurance or disability insurance is often a very inexpensive way to cover some of all of these risks. Employer life insurance coverage can be entered as Term Life Insurance.

Employer coverage can often be found in an Employee Benefits book.

Missing Insurance Options?

The Insurance section is based on the insurance information you shared in your Profile. Use the navigation on the left side of the screen of click the menu button in the top left corner.

In the Profile section you can select the different types of insurance coverage that you have...

• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Critical Illness
• Short-Term Disability
• Long-Term Disability

If you're missing an Insurance option it might be necessary to update your Profile.