Insurance Basics


  • Understand what insurance is and why it is important
  • What does self-insured mean
  • What types of insurance coverage are available for personal needs
  • Common terminology
  • Workshop ends with a hands on activity (shown in the photos)

Volunteer Opportunities:

  • Review the workshop materials annually to ensure the information is up to date and complete
  • Assist with preparing copies of the matching activity including additional terms or types of insurance; additional description options which may include specific coverages; describe incidents where students have to match which type of insurance would be used for coverage, etc.

Donor & Sponsorship Opportunities:

  • Printing students worksheets and workbooks

Opportunities to help your clients and employees:

  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
  • Host a workshop at your location for new or youth account holders
  • Host a Lunch N Learn, 1/2 day, or full day workshop
  • Employee Benefits can be offered to help cover cost of financial workshops and coaching.