COURSE SYLLABUS

Easy Steps to Insurance & Risk Management

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per session)
Languages Offered: English, French, Spanish, and other languages as available
Delivery Mode: Online via Zoom or Onsite (ISBF Institute / Financial Power Institute / Partner Venues)
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Presented by: ISBF Institute and Financial Power Institute

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COURSE OVERVIEW

Easy Steps to Insurance & Risk Management is a practical and empowering two-day course that teaches individuals, families, and small business owners how to protect their financial future through smart insurance planning and risk management strategies. Taught by Coach Greb, the course removes the confusion surrounding insurance and provides clear guidance on what to buy, why to buy it, and how to integrate it into a full financial protection plan.

Participants will learn how to assess personal and family risks, evaluate coverage options, compare policies, and use insurance to prevent financial disasters. The course also introduces basic principles of risk management so that attendees can prepare, prevent, and protect what matters most.

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COURSE BENEFITS

Participants will gain the ability to make informed decisions when selecting life, health, auto, homeowners, renters, disability, and liability insurance. They will learn how to identify coverage gaps, avoid being underinsured or overpaying for unnecessary coverage, and build a balanced protection plan aligned with their life stage and goals.

The course also offers critical knowledge for entrepreneurs, helping small business owners understand how to mitigate risk through business insurance, professional liability, and key person coverage.

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TARGET AUDIENCE

This course is ideal for:

• Individuals and families seeking to secure their finances against unexpected events
• First-time policyholders and new earners
• Entrepreneurs, gig workers, and small business owners
• Couples planning for marriage, children, or legacy protection
• Seniors seeking to review and adjust existing coverage
• Anyone enrolled in the full 12-course Easy Steps Series

No prior insurance experience is necessary. This course is designed to empower everyday people to make wise, proactive protection decisions.

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COURSE OUTCOME

By the end of this course, participants will:

• Understand the purpose, value, and categories of insurance
• Identify which types of insurance are essential based on their personal or business profile
• Compare different policies, premiums, and providers using practical tools
• Learn how to file claims, avoid lapses, and deal with insurance agents effectively
• Develop a comprehensive insurance and risk management plan
• Integrate their coverage into their overall financial strategy
• Gain peace of mind knowing they are protected against the unexpected

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COURSE PREREQUISITES

There are no formal prerequisites. However, participants should:

• Be familiar with their current income, assets, and liabilities
• Be ready to review any current insurance policies (if applicable)
• Bring any questions or concerns about insurance coverage they have encountered
• Have access to a device to explore online insurance tools and templates

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PARTICIPANT GUIDE

All registered participants will receive:

• Easy Steps to Insurance & Risk Management Workbook (digital or print)
• Coverage Needs Assessment Worksheet
• Personal Insurance Portfolio Template
• Risk Management Planning Tool
• Policy Comparison Chart
• Glossary of Insurance Terms
• Excerpt from the Teach Me Money™ Book Series
• Access to Video Replays for 30 Days
• Certificate of Completion

These resources are designed to be used in class and for future reference during real-life decision-making.

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COURSE COST

The full tuition is $59 per participant, which includes:

• Two 3-hour live interactive sessions with Coach Greb
• Participant workbook and digital tools
• Policy comparison resources and risk planning templates
• Certificate of Completion
• Access to follow-up support and coaching

Registration is available at https://Isbfinstitute.com/easysteps. Payments may be made via credit/debit card, Zelle, or Cash App.

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FOLLOW-UP SOLUTION

After the course, each participant will finalize a complete Insurance & Risk Management Plan using the provided templates or optional online planning software. This plan will include policy recommendations, a personal risk assessment, and timelines for implementation.

Participants may also join a coaching group or individual session to evaluate current coverage, get referrals to trusted agents, and create an action plan to fill protection gaps.

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COURSE SCHEDULE

DAY 1 – INSURANCE FUNDAMENTALS AND PERSONAL COVERAGE

Theme: “Protect What You Build”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Welcome and Course Overview
  Introduction to the purpose of insurance and course expectations.
• 0:15 – 0:45: Module 1 – Why Insurance Matters: The Financial Risk Factor
  Learn how insurance protects against income loss, liability, and catastrophic events.
• 0:45 – 1:30: Module 2 – Types of Personal Insurance Explained
  Overview of life, health, auto, renters, homeowners, disability, and long-term care coverage.
• 1:30 – 2:00: Module 3 – How Much Coverage Do You Really Need?
  Learn how to calculate appropriate coverage levels based on income, dependents, and lifestyle.
• 2:00 – 2:30: Module 4 – Comparing Policies and Understanding the Fine Print
  How to read insurance contracts, compare premiums, and avoid common pitfalls.
• 2:30 – 3:00: Module 5 – Building Your Personal Protection Portfolio
  Guided worksheet activity to begin drafting your insurance action plan.

Homework Assignment:
Review your current insurance documents (if any). Complete the Coverage Needs Assessment worksheet.

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DAY 2 – ADVANCED STRATEGIES AND RISK MANAGEMENT

Theme: “Prepare, Prevent, Protect”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Recap and Discussion
  Share insights and questions from Day 1. Clarify misconceptions and real-life examples.
• 0:15 – 1:00: Module 6 – Insurance for Entrepreneurs and Small Business Owners
  Overview of business owner’s policies (BOP), general liability, key person insurance, and workers’ comp.
• 1:00 – 1:30: Module 7 – Risk Management Planning for Families and Businesses
  Identify and mitigate financial, legal, physical, and operational risks through strategy and coverage.
• 1:30 – 2:00: Module 8 – Filing Claims and Handling Emergencies
  Step-by-step guide for filing claims, managing disputes, and accessing emergency assistance.
• 2:00 – 2:30: Module 9 – Avoiding Insurance Gaps and Planning for Life Transitions
  Learn how to adjust your plan during major life events: marriage, divorce, birth, homeownership, or retirement.
• 2:30 – 3:00: Module 10 – Finalizing Your Insurance & Risk Management Plan
  Each participant completes and presents their plan with guidance on implementation and follow-up tools.

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CERTIFICATE OF COMPLETION

Participants who complete both sessions and submit a finalized protection plan will receive a Certificate of Completion, jointly issued by the ISBF Institute and the Financial Power Institute. This certificate is recognized as part of the 12 Easy Steps to Financial Empowerment series.

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COURSE VENUE AND DELIVERY OPTIONS

Participants can attend:

• Onsite:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045
• Online:
  Via Zoom with live interaction and access to recordings for 30 days
• Partner Locations:
  Community groups, churches, and organizations may request delivery in English, French, Spanish, or other languages.

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COURSE REGISTRATION

To register for this course or the full Easy Steps series, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121