Investments

Plan portfolios with diversification and long‑term focus—simple, practical guidance.

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Why Investing Matters

Build wealth steadily with diversified, goal‑aligned portfolios.

Mortgage Protection

Ensure your family can keep their home even if you're no longer there to provide.

Education Funding

Secure your children's educational future with adequate life insurance coverage.

Income Replacement

Replace lost income to maintain your family's standard of living.

Final Expenses

Cover funeral costs and outstanding debts without burdening your family.

Investment Options

Choose approaches that fit your risk tolerance, horizon, and objectives.

Index Funds

Broad Diversification

$250 /month
Target contribution
  • 10, 20, or 30-year terms
  • Level premiums
  • Convertible options
  • No medical exam options
  • Affordable coverage
  • No cash value
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Most Popular

Managed Portfolios

Guided Allocation

$500 /month
Target contribution
  • Lifetime coverage
  • Cash value growth
  • Guaranteed premiums
  • Dividend potential
  • Loan options
  • Tax advantages
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DIY Portfolios

Flexible Allocation

$300 /month
Target contribution
  • Flexible premiums
  • Adjustable death benefit
  • Cash value accumulation
  • Investment options
  • Tax-deferred growth
  • Partial withdrawals
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How Much Should You Invest?

Use our simple calculator to estimate monthly investment targets.

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Frequently Asked Questions

Get answers to common questions about investing and portfolios.

ETFs trade intraday and often have lower fees; mutual funds trade once per day and may include active management. Both can offer diversification across markets and asset classes.

Align allocations to your goals and risk tolerance. A common approach blends broad market index funds with bonds and cash for stability, rebalanced periodically.

Start with goals and timeline. Consider emergency savings first, then automate monthly contributions toward long‑term targets using diversified funds.

Many investors review quarterly or annually. Rebalancing keeps risk aligned to your plan by trimming assets that grew and adding to those that lagged.

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