INSURANCE AGENT

Comprehensive and organized worksheets for budgeting, financial goal setting, and investment planning.

Price Range: $10-$20

Format: PDF or Excel

Etsy Tag: FinancialPlanningWorksheets

Why People Buy This:

• Helps individuals take control of their finances and plan for a secure financial future.
• Provides a structured and user-friendly approach to managing money effectively.
• Empowers customers to track their progress and make informed financial decisions.

A printable checklist for homeowners to document their possessions for insurance purposes.

Price Range: $5-$12

Format: PDF

Etsy Tag: HomeInventoryChecklist

Why People Buy This:

• Assists homeowners in creating a detailed inventory, simplifying insurance claims after potential losses.
• Offers peace of mind knowing valuable possessions are accounted for and protected.
• Encourages responsible homeownership and disaster preparedness.

A guide on managing personal finances, including tips on saving, investing, and insurance planning.

Price Range: $15-$30

Format: PDF or ePub

Etsy Tag: PersonalFinanceGuide

Why People Buy This:

• Provides expert advice and insights on achieving financial stability and wealth-building.
• Offers a convenient and accessible resource for individuals to learn about financial literacy.
• Helps customers make informed decisions about insurance and investment options.

A digital guide explaining the importance of travel insurance and comparing various plans.

Price Range: $8-$15

Format: PDF

Etsy Tag: TravelInsuranceGuide

Why People Buy This:

• Informs travelers about the benefits of travel insurance, giving them peace of mind during trips.
• Simplifies the process of choosing the right insurance coverage for specific travel needs.
• Prepares travelers for unexpected situations and potential travel disruptions.

A printable journal for tracking health and wellness goals, including exercise, nutrition, and mental well-being.

Price Range: $10-$18

Format: PDF

Etsy Tag: HealthWellnessJournal

Why People Buy This:

• Helps individuals maintain a healthy lifestyle by tracking their wellness activities and progress.
• Acts as a motivational tool to stay consistent with health goals and insurance-preventive measures.
• Encourages better health habits, potentially reducing long-term insurance costs.

A digital package containing checklists and guides for creating emergency kits and plans.

Price Range: $12-$25

Format: PDF

Etsy Tag: EmergencyPrepKit

Why People Buy This:

• Provides valuable resources for individuals to prepare for emergencies and disasters.
• Encourages responsible disaster preparedness and planning for unforeseen events.
• Offers peace of mind, knowing that customers are equipped to handle emergencies effectively.

Visual and informative safety infographics for homeowners, covering fire safety, burglary prevention, etc.

Price Range: $7-$15

Format: JPEG or PNG

Etsy Tag: HomeSafetyInfographics

Why People Buy This:

• Presents essential home safety tips in a visually engaging and easy-to-understand format.
• Promotes a safer living environment for homeowners and their families.
• Helps customers proactively reduce risks and potential insurance claims related to home safety.

A printable logbook for car owners to track maintenance and repair activities.

Price Range: $8-$15

Format: PDF or Excel

Etsy Tag: CarMaintenanceLog

Why People Buy This:

• Facilitates proper car maintenance, leading to increased vehicle longevity and fewer repair costs.
• Assists customers in organizing essential car-related documents and records.
• Encourages responsible car ownership, potentially leading to better insurance rates.

An educational guide on understanding pet insurance options and selecting the right coverage.

Price Range: $10-$20

Format: PDF

Etsy Tag: PetInsuranceGuide

Why People Buy This:

• Helps pet owners make informed decisions about their pet’s health and financial well-being.
• Provides clarity on various pet insurance plans, ensuring appropriate coverage for their furry friends.
• Encourages responsible pet ownership and preparedness for unexpected veterinary expenses.

A comprehensive digital toolkit to help individuals plan for their retirement, including calculators and guides.

Price Range: $20-$40

Format: PDF or Excel

Etsy Tag: RetirementPlanningKit

Why People Buy This:

• Assists individuals in creating a solid retirement plan, reducing financial stress in later years.
• Offers useful tools and resources to estimate retirement expenses and savings needs.
• Empowers customers to take control of their retirement future and explore relevant insurance options for retirement years.