Tools

Glosario términos de Seguros

AASEGURADOEs la persona titular del interés asegurable cuyo patrimonio o persona podrían serafectados, directa o indirectamente, por la ocurrencia de un determinado evento llamadosiniestro.ASEGURADORSon sociedades

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A Financial Lifeline You May Have Forgotten About

So much has happened in the last few days and weeks that I feel like months have passed. Social distancing is now on everyone’s lips. And the goal is noble: flatten “the curve” and prevent more people from getting sick from the Coronavirus.

Budget Worksheet

Plan your budget and analyze different operational situations using our Budget Planning Worksheet (MS Excel format)

Retirement Calculator

Do you want to know if you are saving enough for your retirement? With this short quizz you can find out.

Universal Insurance

Woman & Retirement

Female pre-retirees are more worried about the financial risk they may face in retirement than men.

Life, Disability Insurance and Human Life Value

Explore your coverage options and plan for the future.