Interactive Case Studies

Apply your knowledge to real-world client scenarios.

Life Insurance

Life Insurance Needs Analysis

A young family is looking to secure their future. Help them determine the right amount and type of life insurance.

Life Insurance
Needs Analysis
Family Protection
Estate Planning for a High-Net-Worth Client

A wealthy client needs a strategy to minimize estate taxes and ensure a smooth transfer of assets using life insurance.

Life Insurance
Estate Planning
Wealth Transfer
Business Buy-Sell Agreement

Two business partners need to fund a buy-sell agreement to ensure business continuity if one of them passes away unexpectedly.

Life Insurance
Business Planning
Buy-Sell

Health Insurance

Choosing a Health Plan

A self-employed graphic designer needs help choosing between an HMO and a PPO. Analyze their needs and recommend a plan.

Health Insurance
HMO vs PPO
Individual Plans
Medicare vs. Marketplace for a Retiree

A 64-year-old is approaching retirement and needs to decide between enrolling in Medicare or staying on a Marketplace plan.

Health Insurance
Medicare
Retirement
Group Plan for a Small Business

A small business with 15 employees wants to offer health insurance for the first time. Evaluate their options and costs.

Health Insurance
Group Plans
Small Business

Property & Casualty

Homeowners Insurance Claim

A homeowner has experienced a kitchen fire. Guide them through the claims process and determine the covered damages.

P&C
Homeowners
Claims
CGL for a Contractor

A general contractor needs the right Commercial General Liability coverage to protect against third-party bodily injury claims.

P&C
CGL
Contractors Liability
Auto Policy Gaps for a Teen Driver

A family is adding a teenage driver to their auto policy and is concerned about liability gaps and high-risk scenarios.

P&C
Personal Auto
Liability Gaps