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The Life Insurance Conversation Workbook
What You're Really Protecting — Named
Life insurance is a love letter in financial form. Name what it says.
For adults considering life insurance for the first time, those reviewing existing policies after life circumstances changed, or couples who have never had the explicit conversation about what happens if one of them dies.
The Name It First Experience
Life insurance conversations focus on products and premiums. This workbook focuses on what you are protecting and why — so when you walk into the insurance conversation, you know what you are asking for and what it means. It works through the specific things you are protecting, who depends on that protection, and what you want them to have when you cannot be there to provide it. The output is not a policy recommendation. It is The Life Insurance Conversation Agreement — the values document that makes every product decision make sense.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What are you actually protecting — and does the coverage you have match what you actually value?
- What would you need your family to be able to do if something happened to you?
- What conversation have you been having around insurance products that should really be a conversation about what you love?
Research basis
Klontz financial therapy research on emotionally charged decisions / life insurance decision research on the mortality conversation barrier / values clarification as therapeutic intervention.
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Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
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eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
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Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$9.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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