Client Resources

Learn about your insurance options through our educational videos and downloadable guides. Each product includes a detailed video explanation and a comprehensive guide you can download and keep.

Life Insurance

Term life, whole life, indexed universal life, and final expense — understand which type fits your needs and budget.

Life Insurance GuidePowerPoint presentation • 20 slides
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How Life Insurance Works

Learn about term vs. permanent life insurance, how premiums are determined, living benefits riders, and how to choose the right amount of coverage for your family.

Health Insurance

ACA-compliant plans, HMO vs. PPO networks, subsidies, and open enrollment — everything you need to know about individual and family health coverage.

Health Insurance GuidePowerPoint presentation • 22 slides
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How Health Insurance Works

Understand ACA plan tiers (Bronze, Silver, Gold, Platinum), how premium tax credits work, network types, out-of-pocket maximums, and special enrollment periods.

Dental Insurance

Preventive care, basic and major services, orthodontia — how dental PPO and HMO plans work and what to look for when choosing coverage.

Dental Insurance GuidePowerPoint presentation • 18 slides
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How Dental Insurance Works

Compare dental PPO vs. HMO plans, understand annual maximums, waiting periods, and what's covered under preventive, basic, and major categories.

Vision Insurance

Eye exams, glasses, contact lenses, and LASIK discounts — how vision insurance saves you money on routine eye care.

Vision Insurance GuidePowerPoint presentation • 16 slides
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How Vision Insurance Works

Learn about exam coverage, frame and lens allowances, contact lens benefits, and how to maximize your vision benefits each year.

Medicare

A complete guide to Medicare Parts A, B, C, D, Medigap, and how Medicare works with Medicaid for dual-eligible beneficiaries.

Medicare GuidePowerPoint presentation • 28 slides
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How Medicare Works

Covers Original Medicare (Parts A & B), Medicare Advantage (Part C), Prescription Drug Plans (Part D), Medigap supplemental plans, enrollment periods, and how dual-eligible beneficiaries can coordinate Medicare and Medicaid benefits.

Long-Term Care Insurance

Nursing home, assisted living, home health care, and hybrid policies — how to protect your savings from the high cost of long-term care.

Long-Term Care GuidePowerPoint presentation • 20 slides
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How Long-Term Care Insurance Works

Understand the cost of care, elimination periods, benefit triggers, inflation protection, and hybrid life insurance + LTC combination policies.

Hospital Indemnity Insurance

Fixed cash benefits for hospital stays — how supplemental hospital coverage works alongside your major medical plan.

Hospital Indemnity GuidePowerPoint presentation • 16 slides
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How Hospital Indemnity Insurance Works

Learn about fixed cash benefits paid directly to you for hospital admissions, ICU stays, emergency room visits, and how these plans complement your health insurance.

Critical Illness Insurance

Lump-sum cash benefits for cancer, heart attack, stroke, and other serious conditions — how critical illness coverage provides financial protection when you need it most.

Critical Illness GuidePowerPoint presentation • 18 slides
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How Critical Illness Insurance Works

Understand lump-sum payouts, covered conditions, survival periods, how benefits are used, and why critical illness coverage is becoming essential for American families.