Eleven active-learning sections that reinforce how clients pay for care — premiums, deductibles, copays, coinsurance & financial protection. Built to create advisors who can explain costs in plain English, not memorize definitions.
Flashcard Library
Flip each card for the answer and why it matters to an advisor.
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Knowledge Check
Fifty multiple-choice questions with instant feedback.
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True or False
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Matching
Tap a term, then its definition. Correct pairs lock in green.
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Fill in the Blank
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Client Scenarios
Practice how to think — not which plan to pick.
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Ask yourself:
What additional information would you gather?
What costs should you explain?
What misconceptions should you address?
Information to gather
Costs to explain
Misconceptions to address
Client Questions
Plain-English answers to the questions clients actually ask.
Rapid Review
One-line question, one-line answer. Flip fast.
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The Insurance Workshop's Top 25 Rules for Explaining Costs
The habits that turn agents into trusted educators.
The 20 Most Common Mistakes New Agents Make
Each mistake, paired with the fix.
Knowledge Recap
Short-answer prompts. Think it through, then reveal a model answer.