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iMoney

One survey found that 45% of current retirees had to retire earlier than they expected.1
Source: 1) Employee Benefit Research Institute, 2011

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
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.