Finance · Library course

Buy the Right Insurance, Skip the Rest

Insure the losses you could not recover from, pay the small ones yourself, and check what your country and employer already cover before you buy.

  • Beginner
  • 18 lessons
  • 47 min to complete
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Finance

What it covers

What your people will learn.

  • Finance

Insurance pays off on the losses you could never pay for yourself, and costs you money on the ones you could.

Most policies are sold one at a time, at a checkout, a rental desk or a renewal call, so few people ever see their cover as a whole. The result is a pile of small policies for losses savings could absorb, and gaps where a lawsuit, a long illness or an early death would do lasting damage.

This course gives you one filter and applies it to life, income, home, car and liability cover. You size life cover from your own numbers, match income protection and deductibles to your savings, decide which claims are worth filing, and read the exclusions before they matter. The principles hold in any country, with US, UK and German rules as labelled examples.

You walk away with a one-page audit of every policy you pay for, with a keep, change or cancel decision on each.

Who it's for

New earners: buying their first policies and wanting to skip the ones that do not pay their way.

Parents and partners: need to know their income and family are covered if an earner dies or cannot work.

Anyone cutting costs: want a lower premium without opening a gap on the losses that matter.

The lessons

18 lessons, in order.

About 47 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.

  1. The Insurance Most People Buy Backward2 min
  2. Check What Your Country and Employer Already Cover2 min
  3. Sort Seven Insurance Offers9 min
  4. Deciding What to Insure Knowledge Check1 min
  5. Size Life Insurance to the People Who Depend on You2 min
  6. Why Whole Life Is Not an Investment2 min
  7. The Coverage That Pays You When You Cannot Work2 min
  8. Two Quotes on the Kitchen Table4 min
  9. Income and Family Cover Knowledge Check1 min
  10. The One Lawsuit That Eats Your Savings2 min
  11. Raise the Deductible, Lower the Premium2 min
  12. When Filing the Claim Costs More Than the Loss2 min
  13. File It or Pay It8 min
  14. Home, Car and Liability Knowledge Check1 min
  15. Read the Exclusions Before You Need Them2 min
  16. The Twenty-Minute Coverage Audit2 min
  17. Audit Your Own Policies2 min
  18. Keeping Your Cover Right Knowledge Check1 min

In your academy

A starting point, not a rental.

A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.

  1. 1

    One click

    Add it to your academy

    Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.

  2. 2

    Your brand

    Rebrand it, edit it

    It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.

  3. 3

    Practice

    Practice and the tutor come with it

    Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.

On the same shelf

More from Finance.

Other Finance courses your academy opens with. The library holds 150+ across eight tracks.

Explore the library

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