Plan Smart. Protect Your People. Keep It In The Family.
 
This printable toolkit is your all-in-one guide to understanding, organizing, and securing life insurance that protects your legacy, not just your life.
 
Whether you're a parent, caregiver, or just getting started with life insurance, this toolkit makes it simple to take action. With fillable worksheets, checklists, and guided tools, you'll walk away with clarity, confidence, and a personalized plan to protect your family for generations to come.
 
Includes:
✔️ How Much Do I Need? Coverage Calculator
✔️ Term vs. Whole Life Comparison Cheat Sheet
✔️ Beneficiary Checklist & Policy Tracker
✔️ Living Benefits Explainer
✔️ Family Conversation Script
✔️ Annual Insurance Review Checklist
✔️ Next Steps Action Plan
✔️ Questions to Ask Before You Buy a Policy
✔️ Companion eBook Overview
 
Why You'll Love It:
Designed with Black families, first-time buyers & caregivers in mind
Gives you confidence to make informed financial decisions
Printable + Fillable for easy use online or on paper
Created by a licensed life insurance agent and financial coach
Perfect companion to the eBook: Keep It In The Family
 
Stop guessing. Start protecting.
Let this toolkit help you move from overwhelmed to covered, with clarity, care, and legacy in mind.
 
📥 Instant digital download. No physical product will be shipped.