Types of Insurance

EQ - How are the various types of insurance different?

1. Group Assignments
2. Project Directions
3. Goal Setting
4. Work Time
5. TOD - What portion of your goals has your team accomplished?  What remains to be completed?

Team Presentations on Thursday and an assessment will be on Friday

Intro to Insurance

EQ - How does insurance work?

1. Activator - Black Jack
2. Discussion - What would you do if you saw the dealer had an Ace showing?
3. What is insurance?
4. Why do we need insurance?
5. How does insurance work?
• How did cavemen protect themselves?
6. Discussion - What types of items should you insure?
7. Knowledge Check - Answer the EQ
8. Preview of tomorrow's class

Retirement

EQ - What options are available to prepare me for life after my career?

1. Activator - Total Recall
1. Risk vs. Return
2. The Rule of 72
3. Investment Options (6)
4. Stock Quotes
2. Discussion - How do you know what is best for you?

EQ - How are various retirement accounts different?

1. Activator -Fidelity Commecial
2. Discussion - Why do most people choose various forms of investments?
3. What you need to know - CLICK HERE
4. Jigsaw
1. IRA's
2. 401(k)
3. 403(b)
4. Pensions
5. TOD - Answer the EQ