Compass Benefit Planning

"Pointing You in the Right Direction"

The selection of an insurance professional is one of the most important decisions you make.  Whether the service you require is for your business, your home, or the planning of your estate, the protection of the financial strengths you have spent a lifetime building is largely dependent on the quality of the advice your professionals provide. 

Here, you will find a wealth of information in the form of newsletter articles, calculators, and research reports to assist you in gaining a better understanding of insurance and finances.

We hope to enhance your understanding of the opportunities and potential rewards that are available when you take a proactive approach to your personal insurance and financial situation.  Most important, we want you to see the value of working with skilled professionals to pursue your financial goals.

 Please check our site for frequent updates - we would not want you to miss any developments in the areas of our insurance specializations or financial planning.

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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