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Insurance in the financial plan: life and disability v1.0.0

Use this resource to integrate insurance into a financial plan

New

  • 490 downloads
  • 227 likes
  • 174 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-needs-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sorts risks between retention and transfer, calculates the life insurance need and compares disability, long-term care and liability cover. It also reviews annuities. You get a needs analysis and the points to revisit.

Mostly picked by

Updated November 2, 2026

Card for the “Insurance in the financial plan: life and disability” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: retain-or-transfer framework and life insurance needs analysis
  • SKILL.md: disability, long-term care, annuities and liability

Good fit for

  • You want to know how much life cover is needed
  • You are comparing individual and group disability cover

Not for

    Tags

    • insurance
    • life
    • disability
    • long-term care
    • planning

    About

    You say

    “How much life insurance does a couple with two children and a $400,000 mortgage need?”

    Card for the “Insurance in the financial plan: life and disability” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to integrate insurance into a financial plan
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md18.2 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/wealth-management/skills/insurance-planning
    Licence
    MIT

    Notice

    « insurance-planning » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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