FREE Financial Planning Tools

...To Help You Make Educated Purchasing Decisions

Weiss Ratings is proud to offer a number of free, helpful financial planning tools. Each of these tools is designed to enhance the decision-making process when it comes to investing in your financial future.

Medicare Prescription Drug Primer

If you're like millions of others, the new Medicare Part D prescription drug program is a mind-boggling one. Making a choice about your health care coverage has never been easy, but with the new Medicare prescription drug benefit going into effect, the complexity has grown ten-fold.

Long-Term Care Insurance Planner

For most consumers, the prospect of purchasing long-term care insurance is a confusing maze of policy options, prices, and insurers. Weiss Ratings' Long-Term Care Insurance Planner helps you find your way out of the maze with step-by-step assistance for evaluating your long-term care needs and finding a policy that is right for you.

Investor Profile Quiz

Answer this short set of questions and gain tremendous insight into your own personal tolerance for investment risk. We'll tell you if your investment style is aggressive, moderate, or conservative and help you determine which investment options are right for you based on your current life situation.

Disclosure Questionnaires for Brokers and Analysts

In order to avoid being duped by brokerage firm conflicts of interest, be sure to get answers to these vital questions before relying on the advice of a broker or research analyst.

Life Insurance Needs Worksheet

Life insurance is designed to cover the difference between income and expenses after the death of an income-earner in the family. Our "Life Insurance Needs Worksheet" takes you step-by-step through the process of determining just how much life insurance you'll need to ensure that your family is well-provided for - prior to shopping for a policy.

Auto Insurance Quote Comparison Worksheet

Using this worksheet is a great way to stay organized as you compare the premium quotes from different insurance companies. It allows you to easily compare companies and how much they will charge you for each type of coverage you may be considering.

Homeowners Insurance Quote Comparison Worksheet

Using this worksheet is a great way to stay organized as you compare the premium quotes from different insurance companies. It allows you to easily compare companies and how much they will charge you for each type of coverage you may be considering.