ONE DEDUCTIBLE
One
More than one
I'm not sure
MAJOR LIFE CHANGES
Marriage
Kids moving to adulthood
Buying a new home
Changing jobs
RETIREMENT
Running out of money
Paying for long-term care
Having something to pass on to the next generation
SERVICE
Auto Insurance
Farm/ranch insurance
Annuities
Financial Planning
Retirement Planning
DISCOUNTS
Good Student
New Roof
Protective Device
Bundle and Save (for auto & property)
Financial Services (for home/auto & life or annuities)
Paid-in-Full (for paying annually)
UMBRELLA
Buying a trampoline, boat, or pool
Owning a business or investments
Having children
Adopting a dog
FUTURE FINANCES
Writing a Will
Transitioning a family farm or business
Ensuring my kids can go to college
ANNUITY
Life Insurance
401(k)