☂️
Insurance

Insurance Guide

Protect the wealth you're building

Health
Non-Negotiable
Term
Life Insurance
Umbrella
Extra Liability
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Compare Rates

Your Insurance Playbook

Follow these steps in order. Each one builds on the last until you've mastered insurance.

Step 1
🏥

Health Insurance

Medical bankruptcy is real. Get coverage through employer, marketplace, or parent's plan if under 26.

Step 2
💜

Term Life Insurance

If anyone depends on your income, get 10-12x your salary in term life. Skip whole life.

Step 3
🚗

Auto & Home

Required by law/lender but shop around yearly. Bundling saves 15-25%.

Step 4
☂️

Umbrella Policy

Once you have assets, $1-2M umbrella liability protects against lawsuits.

Step 5
🔍

Review Annually

Life changes — marriage, kids, home. Update coverage and compare rates every year.

"Insurance is the only product you buy hoping you never use."
— Financial wisdom

Level-Up Strategies

Advanced moves to accelerate your progress and get results faster.

01

Skip Whole Life

It's expensive and poor as an investment. Term life + invest the difference wins.

02

Raise Deductibles

Higher deductible = lower premium. Pair with emergency fund savings.

03

Employer Benefits

Many employers offer free or cheap life and disability insurance. Enroll.

04

Disability Insurance

You're more likely to become disabled than die young. Protect your income.

Key Takeaways

The core principles and your checklist to put insurance into practice today.

Must

Health Coverage

One hospital visit without insurance can wipe out years of savings.

Smart

Term Life Only

Cheap, effective protection for your family. Invest the savings.

Shield

Umbrella Policy

Extra liability protection for when assets grow beyond basic coverage.

Review

Annual Checkup

Loyalty to one insurer costs you. Compare quotes every year.

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