iMoney

One survey found that 41% of current retirees had to retire earlier than they expected.¹
Source: 1) Employee Benefit Research Institute, 2010

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept.

Inside an Annuity
Immediate or deferred: There's no right answer

The Retirement Income Factor
How much money will you bring to retirement?

Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to them, regardless of instructions in a will.

Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.

Information Overload
Are you getting sound investment guidance?