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Insurance Planning Session

Insurance needs can change as life, family, and finances evolve.

This session helps participants better understand life, health, auto and home coverage, including deductibles and common policy tradeoffs. Practical worksheets and checklists make it easier to evaluate coverage, identify potential gaps and prepare for conversations with an insurance professional.

Select “Order Class” to email our team for support.

Real Stories, Real Impact.

A Testimonial from an MSA Member

"It was most helpful and a confirmation to go ahead with our plans."^*

Classes to Consider:

EDU_WEB_RESILIENCE_PLANNING

Resilience Planning: Prepare for Financial Setbacks This session helps employees identify financial vulnerabilities and prioritize actions that strengthen resilience against the unforeseen. Explore Class

EDU_WEB_DEBT_REDUCTION_STRATEGY

Debt Reduction Strategy Session Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable. Explore Class

EDU_WEB_BUDGET_BUILDER_LAB

Budget Builder Lab: Create a Spending Plan That Works This session walks employees through building or refining a spending plan using their real-life numbers. Explore Class

Select “Order Class” to email our team for support.

*This testimonial was provided by a member of MSA. They did not receive compensation of any kind for their statement.

My Secure Advantage, Inc.
3001 Lava Ridge Ct. #250
Roseville, CA 95661
United States

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