Your Ultimate Life Insurance Playbook
Life insurance doesn’t have to feel overwhelming.
This playbook was created to help individuals, families, and business owners understand life insurance clearly—without pressure, jargon, or fear-based sales tactics.
Inside, you’ll find a step-by-step guide that walks you through how life insurance works, what your options are, and how coverage can evolve as life changes. Whether you’re just getting started, reviewing an existing policy, or planning for the future, this guide is designed to meet you where you are.
What’s Inside:
✔️ The 16 core life insurance essentials explained simply
✔️ Types of life insurance and how they work together
✔️ How much coverage to consider—and why
✔️ What affects cost and eligibility
✔️ Understanding carriers, underwriting, and claims
✔️ Beneficiaries, riders, and policy reviews
✔️ Business owner considerations
✔️ Common myths—clearly explained
✔️ Visual tools, checklists, and real-life context
This playbook isn’t about selling you a policy.
It’s about giving you clarity, confidence, and the right questions to ask—so decisions feel natural, not rushed.
Who This Is For:
• Individuals and families
• Parents and caregivers
• Small business owners and self-employed professionals
• Anyone who wants to understand life insurance before making decisions
Format:
📄 Digital PDF
📘 Easy-to-follow, visual, and beginner-friendly
🧭 Designed to revisit as life changes