Life Insurance Made Simple is a new plain-language eBook to help advisers’ clients better understand how insurance works, the key types of cover, and why professional advice matters.
Produced by the team at Risk Hub, the firm’s Founder Marc Fabris, describes the book as “deliberately agnostic”, while still reinforcing the value of working with an adviser. He says the book can be used in all sorts of ways.
“As a follow-up after a conversation, a pre-meeting explainer, or something to keep on hand when you want to reinforce the message of protection in a way that’s clear and client-friendly,” he says.
Across 30 pages the book includes a range of practical, approachable sections, including:
- What life insurance is and why it matters
- The different types of cover
- Ways to get cover – direct, via super, or through an adviser
- The value of financial advice in insurance
- Understanding underwriting and why it matters
- Insurance inside super – pros, cons and what to look for
The book can also feature a custom logo, your contact details, and colours.
Click here to find out more.
