Free Resources
Every resource below is free. No credit card. No hidden fees. Just practical tools to help you understand your benefits, plan your estate, and protect your family. Delivered by licensed agents who can answer your questions.
For Veterans & Military Families
A complete estate planning starter kit designed for veterans. Covers your will, beneficiaries, VA-specific considerations, and key documents. Takes 5 minutes to request.
Get your free kit →What VA burial benefits actually cover ($948), what they don't ($7,848 average funeral), and step-by-step guidance for closing the gap and protecting your family.
Download the guide →Interactive tool that shows you exactly where your VA benefits fall short. Answer a few questions and see the gap between what VA covers and what your family would actually need.
Check your benefits →For Union Members
Walk through every major benefit category — health, dental, vision, life, disability, retirement — and see exactly where you stand. Identifies gaps most members don't know about.
Get the checklist →Your union benefits are strong, but they're rarely complete. This guide explains the most common gaps and the supplemental options available to fill them — with estimated costs.
Read the guide →For Everyone
Not a veteran? The general will kit covers the same essentials — will template, beneficiary review, document organizer — for anyone who wants to get their affairs in order.
Request your kit →When was the last time you checked your beneficiaries? This tool walks you through every account — life insurance, 401(k), IRA, bank accounts — so nothing is outdated or wrong.
Review your beneficiaries →How much coverage does your family actually need? Answer questions about income, debts, dependents, and existing coverage to get a clear recommendation — not a sales pitch.
Calculate your needs →Financial Planning
Are you on track for retirement? This quick scorecard compares your current savings, projected income, and coverage gaps to give you a clear picture.
Check your score →Everything you need to know about final expense insurance: what it covers, how much it costs, who qualifies, and why it matters. Clear, simple, no jargon.
Read the guide →Life insurance, disability, will, beneficiaries, emergency fund, healthcare directives — the complete checklist of everything your family needs to be financially protected.
Get the checklist →Insurance Career Resources
3-minute quiz that evaluates your background, goals, availability, and personality against the realities of insurance sales. Honest results — not a recruiting funnel.
Take the quiz →State-by-state breakdown of what it takes to get licensed: costs, timeframes, exam prep resources, and continuing education requirements. The full picture before you commit.
See licensing requirements →Recursos en Español
Un kit completo de planificación patrimonial sin costo. Incluye plantilla de testamento, organizador de documentos y guía de beneficiarios.
Obtener el kit gratuito →Recursos de seguridad infantil y protección familiar en español. Guías prácticas, checklists y herramientas para mantener a sus hijos seguros.
Ver recursos de seguridad →