Plan for what comes next.
Retirement, savings and protection strategies coordinated with your insurance.
What's covered.
Every policy is tailored with an agent. Here's an overview of the core protection available.
Retirement planning
Strategies for income you can't outlive.
Annuities
Fixed and indexed options for steady growth.
College savings
Plans that help you prepare for education costs.
Asset protection
Coordinate insurance and investments to protect your wealth.
Make it fit your life.
- One-on-one planning session
- Annual portfolio review
- Beneficiary review
Better with COSPARK membership.
- A single plan across insurance and investments
- Meet in person or by phone
- Members receive priority scheduling
Frequently asked.
How much does financial solutions coverage cost?
Pricing depends on your location, history, the coverage you choose and your deductible. Start a quote and an agent will compare options for you.
Can I bundle financial solutions with other policies?
Yes. Bundling two or more eligible policies usually lowers your total premium and keeps everything in one member dashboard.
Do I earn COSPARK tokens on this policy?
Associate members earn Insurance Tokens equal to 5% of eligible annual premium, and Premium members earn 7%. Free members don't earn tokens. If a policy is cancelled mid-year, that year's Insurance Tokens are forfeited.
How do I file a claim?
Report a claim online any time from the Claims page or your member dashboard. Logged-in members have their policy details filled in automatically.
Ready to price financial solutions coverage?
Get a quote online or talk to a licensed COSPARK agent.