Financial Protection Planner Financial Protection Plannerclose window

During the fun—and challenging—events in life, it can be a relief to know you've done all you can to help support and protect yourself and your family. Find out how the events in your life can affect your insurance and protection needs and what you can do to prepare for the future.

First select or verify the state you live in, and then select from the categories that appear to choose the life events and situations that are important to you. Then we'll give you recommendations to help meet your needs.

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Career category. Check all that apply

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Family category. Check all that apply

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Health care category. Check all that apply

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Home and auto category. Check all that apply

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Your credit category. Check all that apply

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Our Recommendations
Our Recommendations

Based on the life events that are important to you, here are some options to consider to help protect you and give you peace of mind. (Select the Create PDF button to print these recommendations or save them for later reference.)

The recommendations offered by this planner are intended for illustrative purposes only. This planner is not intended to offer any tax, legal, financial or investment advice and does not assure the availability of or your eligibility for any specific product through Bank of America, N.A., its affiliates or any other institution. The terms and conditions of products offered by institutions will differ and may affect the results of the planner. Please consult with qualified professionals to discuss your situation.

Insurance products offered through Bank of America, N.A. (BANA) and/or Banc of America Insurance Services, Inc. (“BAISI”) (doing business in New York as Banc of America Insurance Agency), licensed insurance agencies and:

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Federal Government Agency
  • Are Not a Condition to Any Banking Service or Activity

BANA and/or BAISI is compensated as an agency for the services it provides to customers on behalf of insurance companies, such compensation may include commissions and other performance based compensation.