Insurance

Resources on different types of personal and property insurance and choosing the right coverage.

Boat Insurance Guide

This guide provides an overview of the essential steps new and veteran boat owners should take to ensure their watercraft is properly insured. It covers the fundamentals of boat insurance, tailored for beginners and experienced owners alike.

View this playbook.

Choosing Dental Insurance

This playbook outlines the steps involved in understanding various dental insurance coverage options and guides you through selecting the most suitable plan for your oral health care needs.

View this playbook.

Choosing Disability Insurance

This playbook outlines the steps to select the appropriate disability insurance policy. It is intended to assist individuals in making an informed decision to protect their income in the event of disability.

View this playbook.

Choosing Life Insurance

This playbook provides a step-by-step guide to understanding the various life insurance policies and helps individuals select the one that best aligns with their personal needs and circumstances.

View this playbook.

Choosing Travel Insurance

This playbook outlines the steps for comparing and choosing the right travel insurance for your needs, including considerations for international trips and a deeper understanding of coverage options.

View this playbook.

Condo Insurance Essentials

This playbook describes the fundamental differences between condo insurance and homeowners insurance. It provides guidance on the important coverage aspects that condominium owners should consider in their insurance policies.

View this playbook.

Consultants' Liability Insurance

This guide explains the importance of professional liability insurance for consultants and outlines the steps to obtain it, ensuring that consultants can protect themselves against potential legal claims and professional risks.

View this playbook.

Crop Insurance Guide

This guide provides farmers with a practical understanding of crop insurance and offers a step-by-step approach to selecting the right coverage for their agricultural businesses.

View this playbook.

Cyber Insurance Acquisition

This playbook outlines the steps for a business to acquire cyber insurance to safeguard against cyber threats and data breaches. It provides a structured approach to evaluating, applying for, and securing insurance coverage.

View this playbook.

Evaluating Pet Insurance

This guide is designed to assist pet owners in evaluating the benefits and limitations of pet insurance. The goal is to provide a step-by-step approach in determining whether pet insurance is a worthwhile investment for their specific situation.

View this playbook.

Filing a Car Insurance Claim

A guide outlining the step-by-step process to file a claim with your car insurance provider following a vehicular accident. It includes the initial steps to take immediately after the accident, through to the final steps of claim resolution.

View this playbook.

Freelancer Insurance Guide

This guide provides a step-by-step process for self-employed individuals to identify and obtain the necessary types of insurance to safeguard their business and personal income.

View this playbook.

Gadget Insurance Procedure

This playbook describes the sequential steps to insure personal electronics and portable devices against risks such as damage, theft, and other contingencies. It guides through the process from assessing needs to purchasing the insurance policy.

View this playbook.

Insurance Claim Adjustment

This playbook outlines the sequential steps an insurance claims adjuster takes to evaluate an insurance claim. It explains the roles and responsibilities involved in assessing and resolving claims for policyholders.

View this playbook.

Insurance Risk Assessment and Mitigation

This playbook outlines the steps for insurance companies to assess and mitigate risk, and provides tips for consumers on how to reduce their insurance risk and possibly lower their premiums.

View this playbook.

Insurance Underwriting Process

This playbook outlines the steps involved in the insurance underwriting process, where an underwriter assesses and prices an individual's insurance risk. It provides a step-by-step guide to understand how insurance companies evaluate potential clients for risk management and determine policy premiums.

View this playbook.

Mobile Home Insurance Coverage

This playbook explains the specific coverage needs for mobile homes and outlines the steps to ensure adequate protection against various risks. It's designed to help mobile home owners select the right insurance policy.

View this playbook.

Motorcycle Insurance Guide

This guide provides a comprehensive overview of motorcycle insurance, including necessary coverage details and tips for reducing insurance costs. It is intended for motorcycle owners or potential buyers seeking to understand insurance policies and save on premiums.

View this playbook.

Navigating Medicare and Supplements

This playbook provides guidance on understanding and navigating the complexities of Medicare, Medigap, and other supplemental insurance plans aimed at seniors. It outlines the steps to take when evaluating options and making informed decisions regarding healthcare coverage.

View this playbook.

Renters Insurance Guide

This playbook provides an overview of the essential aspects of renters insurance, explaining its importance, the typical coverage it provides, and the reasons why securing this insurance is crucial for safeguarding personal possessions against potential risks.

View this playbook.

Retirement Planning with Annuities

This playbook guides individuals through the process of incorporating annuities into their retirement plans. It outlines the different types of annuities available and the steps required for purchasing them to ensure a stable income during retirement.

View this playbook.

Securing Commercial Property Insurance

This playbook outlines the necessary steps for business owners to select and secure the appropriate commercial property insurance to protect their assets. It provides guidance on evaluating risks, comparing policies, and maintaining adequate coverage.

View this playbook.

Securing Event Insurance

This playbook outlines the steps to choose and secure insurance for special occasions like weddings and parties. It will guide the user through the consideration of benefits and selection of an appropriate event insurance policy.

View this playbook.

Securing Flood Insurance

This playbook outlines the steps to understand when flood insurance is necessary and how to obtain a policy to protect your home. It provides guidance on researching flood risks, choosing the right insurance, and completing the purchase.

View this playbook.

Securing Key Person Insurance

This playbook outlines the steps a business needs to take to obtain key person insurance. This aims to protect the business financially in the event that a crucial employee is lost.

View this playbook.

Understanding Health Insurance

This guide provides an introduction to health insurance for beginners. It explains fundamental terms and concepts, such as deductibles, copays, and out-of-network fees, and outlines the steps to select the appropriate health insurance plan.

View this playbook.

Understanding Homeowner's Insurance

This playbook provides a clear explanation of the typical components of a homeowner's insurance policy, detailing the standard coverage along with optional additional riders that homeowners may need to consider for more comprehensive protection.

View this playbook.

Understanding Long-Term Care Insurance

This guide provides a comprehensive understanding of long-term care insurance, including its purpose, who should consider it, and the steps involved in choosing a suitable policy.

View this playbook.

Understanding Umbrella Insurance

This guide explains the concept of umbrella insurance, identifies the target group that benefits most from it, and outlines the extended protection it offers beyond standard policies.

View this playbook.

Understanding Vision Insurance

This guide provides an overview of vision insurance, explaining what it typically covers, the benefits it offers, and guidance on selecting the appropriate vision insurance plan for your needs.

View this playbook.

Done reviewing this documentation? Everybody's an expert at something!

(No credit card required.)