Family Insurance Workbook: Needs Assessment, Policy Review, and Beneficiary Alignment

A practical family insurance review is built through deliberate needs assessment, careful policy review, and beneficiary alignment. This hands-on workbook walks you through each with templates designed for real families. By the end of this course you will have a needs assessment across coverage types, a policy review for existing coverage, a beneficiary alignment check, a gap analysis, and an action plan. What you will learn: - How to assess life insurance needs based on dependents and obligations - How to assess disability insurance needs including employer coverage gaps - How to review health insurance for adequacy across family members - How to review homeowners, renters, auto, and umbrella coverage - How to align beneficiary designations across policies - How to identify gaps and prioritize purchases - How to coordinate with insurance professionals The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed insurance advice. This course is written for families who want practical review. By the end you will have replaced piecemeal coverage with a documented review.