Types of Insurance

The "Types of Insurance" section helps us understand which types of insurance you own and what opportunities or gaps you may have. This includes both private insurance that you purchase and insurance coverage that you receive through your employer.

To indicate that you own one of these types of insurance just click the button, a solid green button indicates that you have a particular type of insurance.

When you select that you own one of these insurance products we will ask more specific questions in the Insurance section and use them in our projections.

Type of Insurance example with Term Life, Whole Life, Critical Illness, Short-Term Disability, and Long-Term Disability selected: