New Client-Friendly eBook: Life Insurance Made Simple

Life Insurance Made Simple

We’ve had some really positive feedback recently around the client-focused materials we’ve been putting together – including our latest piece on Child Cover, which has already been well received by advisers looking for clear, easy-to-share resources.

Now we’re excited to launch something a little bigger – not just because it’s been a lot of work behind the scenes, but because we think it fills a genuine gap.

Introducing Life Insurance Made Simple – a downloadable, plain-language eBook designed to help your clients better understand the key types of cover, how insurance works, and why advice matters. It’s deliberately agnostic, while still reinforcing the value of working with a professional adviser.

This is the kind of educational support that you can use 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.

What’s Inside?

The eBook runs over 30 pages and includes a range of practical, approachable sections, including:

• What life insurance is and why it matters
• The different types of cover (Life, TPD, Trauma, Income Protection)
• 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
• Common myths and misconceptions
• Special considerations for business owners
• Tips for navigating claims and staying covered
• Real-life case studies and relatable examples
• Glossary of key terms for easier understanding
• And more!

Want to make it your own?

As much as we think this works well as it is, you might decide you’d like a version that reflects your own brand.

We can personalise the eBook with your logo, contact details and colours – creating a clean, professional version ready to share with clients under your name.

Options for your branding start at only $220!

Want to see how it reads? Take a look at the full eBook here 👉 Life Insurance Made Simple

To order your personalised version, head here 👉 Personal Branding Order

Here are the first few pages: