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Education

WELCOME

 to our virtual library of helpful consumer guides.

Download these reports to learn more about a range of financial topics that could impact you and your family’s future.

More publications will become available on this site as we continue to digitize our library. If you are not seeing something you need assistance with, please call us at 888-800-1881 and we will be happy to help you.

5-Steps-Kelly

5 Simple Steps to Choosing the Medicare Supplement Plan for You

With this instant download, you’ll discover:

The basics of Medicare insurance

What a Medicare Supplement plan can do

How to choose the plan that’s right for you

SS-Decisions-Kelly

Social Security Decisions Report

This handy guide covers how Social Security benefits may fit into your retirement plan, including:

Why poor planning could cost you

Who you should consult with first

How Medicare can factor in your Social Security decisions