Lesson 1: Why wills alone don’t prevent delays.
Lesson 2: Who controls your assets when you’re not around?
Lesson 3: How families create private control.
Lesson 4: Turning understanding into structure.
Lesson 5: Optional next steps for families who want this handled.

Todd Schuchart, CFEI®
I’m a Certified Financial Education Instructor.
My work focuses on helping people understand how control, access, and structure actually work, especially when it matters most.
No pressure. No prediction. No sales tactics.
This training was created to bridge the gap between complex financial concepts and real-world understanding, so you can make decisions from clarity instead of confusion.
You’ll start with Lesson 1.
Each lesson is short, focused, and designed to be completed in under 10 minutes.
After each lesson, you’ll answer two simple reflection questions.
Once you do, the next lesson unlocks automatically.
You stay in control the entire time.
This isn’t about speed.
It’s about understanding.
You’ll have 5 days to complete the full training.
Not as pressure, but to make sure this doesn’t turn into another thing that gets postponed.
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All content is designed for educational purposes only in accordance with CFEI® standards. Specific product illustrations and advice are reserved for licensed agent consultations following the educational phase.
All content is provided for educational purposes only in accordance with CFEI® standards. Product illustrations and recommendations, if any, are reserved for licensed agent consultations following the educational phase.