Client education material

Create a 1-page glossary for [insurance line] clients.

Include 12-15 terms that come up most often in conversations with my clients. For each term:
- The term (as they might see it on paperwork)
- 1-2 sentence plain-language definition
- 1 sentence on why it matters to them specifically

No jargon defining jargon. Explain as if to a 65-year-old who's not an insurance professional.

Format the output so I can drop it into a Canva or Word document and brand it.

Topic: [Medicare, Life Insurance, Home Insurance, etc.]

Write a 1-page "what you actually bought" summary a client can keep.

Client situation (anonymized): [type of policy, general benefit structure, DO NOT include client-specific details with PHI]

Structure:
1. The one-sentence "what this is" (plain language)
2. "What this policy does for you", 3-4 bullet points
3. "What it does NOT cover", 3-4 bullet points (so they're not surprised)
4. "What you should do with this", where to keep it, who to tell about it, when to review
5. "When to call me", specific triggers (life events, changes in health/job/family)
6. Space for: policy number, carrier, effective date, renewal/review date, my contact info

Tone: clear, respectful, like I'm sitting across the table from them.

Do NOT include specific dollar figures or rates (those should be filled in per client, not in the template).

Write a one-page "what to do if you need to file a claim" guide for [insurance line].

Structure:
- "Before anything, take a breath" opener (especially for life insurance / disability / major claims)
- Step 1: What to do immediately
- Step 2: Documents/info you'll need
- Step 3: How to contact the carrier (the process, not specific phone numbers, those go in customization)
- Step 4: How to contact me (I should be in the loop, even if the claim goes direct to carrier)
- What NOT to do (common mistakes that slow down claims)
- Typical timeline for this type of claim
- What to do if the claim is delayed or denied

Plain language throughout. Assume the reader is stressed, maybe grieving. Be human.

Line of business: [specify]

Create a 1-page annual review checklist that a client can use to think about whether their coverage still fits.

For [insurance line], generate 8-12 questions. Each question should:
- Be yes/no or simple fill-in
- Point to a life situation that might trigger a coverage change
- Be written in client language, not insurance language

Examples of what works:
- "Has anyone been added to your household this year?"
- "Did your income change by more than 15%?"
- "Has anyone's health status changed significantly?"
- "Have you bought a new vehicle, home, or major asset?"

Also include:
- At the top: "If you say yes to any of these, let's schedule a 20-minute review call"
- At the bottom: my contact info + scheduling link placeholder

Output in a format I can paste into Canva or Google Docs and brand.

Write a pocket-card-sized piece of content: "Events that should make you call me before you do anything else."

For [insurance line] clients. 6-10 specific triggers, each one line.

Examples of the right level of specificity:
- "You're about to buy a house"
- "Your kid is turning 26 and going off your plan"
- "You got diagnosed with something new"
- "You're thinking about retiring in the next 2 years"

Not: "When your life situation changes" (too vague)

Format: bullet list, can be printed as a business-card-sized keepsake or refrigerator magnet.

Write a 1-page document my life insurance or annuity client can give to their adult children or spouse. It's what they need to know if the client passes away or becomes incapacitated.

Structure:
- "What to do first" (notify carrier, contact me, don't panic)
- "Where the documents are" (placeholder for client to fill in)
- "Who to call" (me, carrier claims department)
- "What to bring" (death certificate, policy documents, ID)
- "What NOT to do" (cancel automatic payments, make major changes without professional advice)
- "What happens next" (general overview of the process, typical timeline)
- My contact info section

Tone: calm, respectful, plainspoken. The audience is someone in grief or panic. Make it easy.

Do NOT include specific benefit amounts (those vary by policy and should be filled in per client).