Resources & tools
Compare coverage, estimate what you need, and start a conversation whenever it works for you.
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We’ll evaluate what you have, flag what’s at risk, and outline what improvements are realistic — in plain language, with no obligation.
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Send us your existing policy for a written summary and improvement analysis.
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Free calculators
Fast, private estimates — then talk it through with a licensed advisor.
Life Insurance Needs
How much coverage does your family actually need?
Educational estimate (DIME method). Not a quote.
Loan Payoff & Interest
See what a loan really costs, and what Infinite Banking could save.
Educational estimate. Assumes fixed rate.
Federal Estate Tax
Estimate what your estate could owe in 2026.
2026 figures. Not tax or legal advice.
Step-Up in Basis
Capital gains tax your heirs could avoid.
Educational estimate. Not tax or legal advice.
3-Bucket Tax Strategy
See how diversifying tax-free, tax-deferred, and taxable buckets can leave you with more.
Educational illustration. Not tax or investment advice.
Find a lost policy
Lost track of a loved one’s life insurance policy? The free NAIC Life Insurance Policy Locator helps families find lost policies. Visit nipr and the NAIC Policy Locator at eapps.naic.org/life-policy-locator.
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