Free Resources & Guides
Download helpful guides, checklists, and worksheets to help you understand and manage your insurance coverage.
8 resources available
Life Insurance Basics Guide
A comprehensive introduction to life insurance, covering types, benefits, and how to choose the right coverage for your family.
Health Insurance Comparison Checklist
Use this checklist to compare health insurance plans side-by-side and find the best fit for your needs.
Questions to Ask Your Insurance Agent
Don't go into a meeting unprepared. This list of essential questions will help you get the information you need.
Understanding Your Policy Documents
A plain-English guide to reading and understanding the key sections of your insurance policy.
Family Coverage Needs Calculator
A simple worksheet to help you estimate how much life insurance coverage your family needs.
Insurance Terms Glossary
A printable reference guide with definitions of common insurance terms in plain English.
New to Insurance? Start Here
A beginner-friendly brochure explaining the basics of life and health insurance for first-time buyers.
Annual Coverage Review Checklist
Use this checklist each year to review your coverage and make sure it still meets your needs.
Most Popular
Life Insurance Basics Guide
1,250 downloads
New to Insurance? Start Here
1,100 downloads
Health Insurance Comparison Checklist
890 downloads
Questions to Ask Your Insurance Agent
720 downloads
Need Personalized Guidance?
Our resources are a great starting point, but nothing beats personalized advice from a licensed advisor who understands your unique situation.