Links, Templates & Calculators

Insurance Companies

The Balance on What is an A-rated Insurance company

AM Best Rating Services

Fitch Ratings - Insurance

MIB Group, Inc. (“MIB”) is a membership corporation owned by over 400 member insurance companies in the US and Canada. Information you share with an insurer will be added to MIB’s database, where it will be accessible to insurance underwriters across the industry. Thus, if you were flagged with any past or existing conditions, these will be known, or accessible, to all insurers. I recommend requesting your MIB Consumer File at the bottom of this page.

Lemonade Inc. is a Public Benefit Corporation (B-Corp) providing home and renters insurance. According to the company's website, "Social impact is part of our legal mission and business model - not just marketing fluff."

Insurance Types

Use the attached Insurance Types Checklist to inventory your existing insurance coverage, across all insurance products. (Delete the sample information and replace with your own.)

Note: You don't necessarily need all these policies. The coverage you need is determined by your household circumstances. 

Some Sources of Disability Insurance Quotes

Here are some potential sources of disability insurance quotes.

Inclusion of a provider on this page does not indicate endorsement of their products and/or services. Providers are included here to give you some experience with the application process. Don't feel obligated to make any purchase(s).

Furthermore, I generally advise against engaging insurance agents as your overall financial advisor. If you do turn to insurance agents, don't get anything from them other than insurance.

 

Policy Genius

Insuring Income

Pattern

Some Sources of Term Life Insurance Quotes

Here are some potential sources of Term Life Insurance quotes.

Inclusion of a provider on this page does not indicate endorsement of their products and/or services. Providers are included here to give you some experience with the application process. Don't feel obligated to make any purchase(s).

Furthermore, I generally advise against engaging insurance agents as your overall financial advisor. If you do turn to insurance agents, don't get anything from them other than insurance.

 

Term 4 Sale

Policy Genius

Insuring Income

Dealing with Financial Advisors

Links to Check Advisor Background:

FINRA’s BrokerCheck

SEC Adviser Info, Investment Adviser Public Disclosure

 

Fee-Only Financial Advisors:

National Association of Personal Financial Advisors (NAPFA) – Fee-only financial advisors who take a fiduciary oath each year.

Garrett Planning Network – A network of fee-only financial planners

 

Government Regulators and Self-Regulating Agency Links:

Consumer Financial Protection Bureau (CFPB, 2011).

Securities and Exchange Commission (SEC)

Financial Industry Regulatory Authority, Inc. (FINRA)

Compare Professional Designations using FINRA’s tool

FINRA Financial Advisor Qualification Exams


Robo-Advisors:

Investopedia on Robo-Advisors

Advisor Evaluation Template

Use the attached template to evaluate prospective advisors.

Overview of Select Financial Institutions

This document provides some highlights for a selection of popular financial institutions.

Podcasts

Some recommended podcasts on economics, finance, and investments.

Bloomberg Surveillance 

NPR Marketplace

Bloomberg Stephanomics

Planet Money (NPR)

Freakonomics

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