Protection
Protect your family and your plan: insurance, estate basics, and risk management.
Core Topics
- Life insurance basics (term vs permanent)
- Disability coverage and income protection
- Health insurance navigation
- Wills, beneficiaries, and “what happens if I’m gone?”
Recommended Tools
- Insurance coverage checklist
- Beneficiary audit checklist
- Estate planning starter kit (plain English)
- Survivor benefits checklist
Build-your-content checklist (for you)
- Write: “The 5 policies most families should understand”
- Write: “Beneficiaries: the most overlooked paperwork”
- Write: “Wills vs living trusts — simple decision guide”
- Write: “Emergency binder: what your spouse needs to know”