Interactive Tools
Six tools. One clearer picture.
Education-first calculators that translate complex products into plain-English answers. No accounts, no sales pitch — just numbers and a recommendation you can act on.
60 seconds
Product Recommender
Answer 7 quick questions and we'll match you to the right products from our catalog.
Open tool45 seconds
Retirement Income
See your projected nest egg and the monthly income it could produce at retirement.
Open tool45 seconds
Life Insurance Needs
DIME-method estimate of how much life insurance your family actually needs.
Open tool60 seconds
College Savings
Forecast tomorrow's tuition and see if your savings plan will get you there.
Open tool30 seconds
Medicare Eligibility
Confirm if you're eligible now — or how many months until you are.
Open tool45 seconds
Long-Term Care Cost
Project the cost of home care, assisted living, or nursing-home care at age 80.
Open tool