Family Protection Checklist
Start reviewing the income, caregiving and family responsibilities your protection plan should consider.
Get My Free GuideEducation & resources
A little clarity can start a bigger conversation.
Use these starting points to prepare questions, involve your family and decide what you want to review next.
Homeowner’s Protection Guide
Explore questions about mortgage obligations and the coverage your family may need.
Get My Free GuideBusiness Protection Checklist
Start identifying the people, obligations and continuity questions connected to your business.
Get My Free GuideExtra Income Opportunity Fit Checklist
Think through your goals, available time and questions before exploring a licensed, commission-based business opportunity.
Get My Free GuideChoose your guide in the form and enter your email. Your selected PDF will be emailed automatically after you submit. No purchase or commitment is required.
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Conversations worth having.
What coverage comes with your job?
Know the benefit amount, who is covered and what happens if your employment changes.
Learn moreWho would manage the mortgage?
Discuss how your household would cover housing costs after a loss.
Learn moreHow will retirement income work?
List expected income sources, timing and expenses before exploring additional tools.
Learn moreWhat should I bring to a protection conversation?
Your goals, basic questions about your household responsibilities and existing policy information if you have it. Do not send account numbers or sensitive medical information through general email.
Can you help our teens learn budgeting?
Yes. Free teen financial-literacy and budgeting workshops are available by arrangement. Visit the workshops section to request a session.
Are taxes and bookkeeping available?
Taxes and bookkeeping are not currently offered through this website. Contact Marquita about the services shown in the Solutions section.
Who would receive your policy benefit?
Understand primary and contingent beneficiaries and when to update your designations.
Read Beneficiary BasicsEstimate before your conversation.
The DIME calculator offers examples and a breakdown of a possible coverage need. Bring the result and your questions to a personal review.
Try the DIME EstimateReceive a resource by email.
Choose the guide that fits your question, then share your first name and email in the request form. Your selected PDF arrives by email automatically. If it does not appear, check spam or contact marquita@gabymosesbls.com for help.
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