insurance
CommunityStructured insurance planning guidance.
Finance & Accounting#insurance#financial-planning#life-insurance#risk-transfer#disability-insurance#annuities
Authortmcga
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Analyzes life, disability, long-term care, and annuity needs to protect financial plans from catastrophic risks and ensure appropriate coverage.
Core Features & Use Cases
- Life, disability, LTC, and annuity needs analysis using established methods (income replacement, capital needs, and human life value)
- Comparative policy evaluation and integration with retirement and estate planning
- Business insurance planning (key person and buy-sell) for owner-managed firms
Quick Start
Evaluate a client’s insurance needs and compare term vs permanent products for their objectives.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: insurance Download link: https://github.com/tmcga/alpha-stack/archive/main.zip#insurance Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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