Free insurance guides, in plain English.

Printable checklists and cheat sheets you can use on your own. No email required, no pressure.

• Free printable

  Medicare Timing Sheet: Turning 65 & Still Working

  Fill in your dates: employer size, HSA cutoff, your 8-month Part B deadline and more.

• Free printable

  Medicare AEP Checklist

  Seven things to review during Annual Enrollment, October 15 – December 7, with a free one-page printable.

• Free printable

  Life Insurance Cheat Sheet

  Term vs. whole vs. final expense, how much coverage you need, and red flags — on one printable page.

More guides are on the way. In the meantime, read the Policy Professor lessons, or talk to a licensed agent.