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Keep the Legacy: The Family Protection Playbook
The family protection playbook from Across the Table with Christ Warren: meeting scripts, an income replacement worksheet, a policy inventory, 12 questions to ask any agent, a letter of instruction and a yearly review.
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- What you get
- Instant download. Available from your order after successful payment.
- Read on screen or print. Use the included files and the format described on this page.
- Yours to keep. No subscription, no expiry.
What is inside
What is inside.
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The family protection meeting
a 60-minute agenda and word-for-word scripts for the hard parts, including talking about death with family members who would rather not.
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Your income replacement number
a step-by-step worksheet and the months-covered calculation.
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Protection inventory
every policy, beneficiary and document in one place.
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The three risks planner
dying too soon, living a long time, becoming ill.
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Interview your agent
12 questions and the red flags, plus term, whole life and IUL in plain words.
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Keep it in force
how families avoid letting coverage lapse.
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Letter of instruction, questions for an estate attorney about trusts, the cost of aging, teaching kids to keep it, and the annual review.
Who it is for
Made for the woman who is ready to start.
“Where faith, family, and legacy meet.”
The Broker's Table
- You want a clear, doable plan, not another article.
- You want faith and stewardship in the same breath as strategy.
- You want to finish with something written down.
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