Most households protect the wrong things. This course shows your customers which losses would genuinely end the life they have built, how large a pile their own spending needs, and which four documents decide what reaches the people they love.
It works because every step is arithmetic they can check. The cover is sized to a gap their employer and their country leave open, the number comes from twelve months of their own statements, the withdrawal rate comes from market history, and the rules for a falling market are written and signed on a calm day.
What's Inside:
- 8 short video lessons that run as one arc from protecting against ruin to signing the final document.
- A workbook with a chapter per video, the worked numbers in full, and space to write your own figures.
- A checklist that walks a household through five phases, from the policy audit to the signing appointment.
- A prompt pack for sizing cover, pricing levers, drafting a written plan and preparing questions for an adviser.
- A self-test with answers, plus a short action plan to work through over the coming weeks.
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