Three Courses
Courses Designed for Where You Are Right Now
Each course serves a distinct learning need — from first assessment through to full portfolio coordination. Choose the one that fits your current situation, or start with the first and build from there.
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Our Teaching Methodology
Self-Study Materials
Each course includes structured written materials, reference documents, and working templates. These form the foundation for live sessions and are yours to retain.
Live Group Sessions
Capped at twelve participants, these sessions are conversational rather than presentational. All questions are welcomed; general and personal scenarios are both appropriate.
Independent Approach
No product is sold, recommended, or implied through the course content. The goal is that you are better placed to evaluate options on your own terms when the course ends.
Understanding Insurance Needs After 40
A thoughtful introduction for adults over 40 who want to assess their current insurance coverage and understand what protection may be appropriate for their stage of life. Covers life insurance, health insurance, and accident coverage types available in Thailand, along with how to read policy documents and compare benefit structures.
Personal needs assessment worksheet provided
Two live group sessions included
Policy review checklist for use with real documents
Summary comparison chart across coverage types
Process Steps
Foundations of Thai insurance — types and regulatory structure
How to read and interpret a policy document
Personal circumstances mapping with worksheet
Live session — common questions addressed
Course Fee
฿4,500
Health and Critical Illness Coverage
For those who want to focus specifically on health-related insurance products. Examines hospital indemnity plans, critical illness riders, outpatient coverage, and the role of social security health benefits in Thailand. Includes case study analyses, a claims process walkthrough, and two individual review sessions. Content is presented with empathy, recognising that health protection decisions carry both financial and emotional weight.
Case study analyses with real scenario frameworks
Full claims process walkthrough
Two individual review sessions
Health coverage evaluation template provided
Process Steps
Health product landscape — types, terms, exclusions
Social security integration and pre-existing conditions
Case study analysis and claims process review
Individual review sessions with your own coverage template
Course Fee
฿9,800
Comprehensive Protection Portfolio Design
Designed for learners who want to build a coordinated protection plan covering life, health, property, and income disruption. Topics include layering policies to avoid gaps and overlaps, understanding the interplay between employer-provided and personal coverage, and reviewing protection needs as life circumstances evolve. Five sessions, a portfolio integration workshop, two advisory sessions, and a written protection plan template are included.
Five structured learning sessions
Portfolio integration workshop
Two personal advisory sessions
Written protection plan template and capstone review
Process Steps
Coverage audit — what you have and what it covers
Gap analysis — identifying structural weaknesses
Portfolio integration workshop
Advisory sessions for personal scenario review
Protection plan capstone — personal portfolio presentation
Course Fee
฿16,200
Choosing the Right Course
Course Comparison
| Feature | Course 1 ฿4,500 |
Course 2 ฿9,800 |
Course 3 ฿16,200 |
|---|---|---|---|
| Self-study materials | |||
| Live group sessions | 2 | 2 | 5 |
| Personal needs worksheet | |||
| Health coverage template | |||
| Individual review sessions | 2 | 2 | |
| Portfolio integration workshop | |||
| Written protection plan capstone |
Course 1 is best for…
Adults approaching insurance questions for the first time, or those who want a structured review of coverage basics before doing anything else.
Course 2 is best for…
People who already have some coverage and want to focus specifically on health and critical illness products — especially those facing health-related decisions.
Course 3 is best for…
Those ready to coordinate all areas of their protection into a coherent plan, and who want structured support in doing so — including personal advisory sessions.
Shared Across All Courses
Standards We Maintain
Provider Independence
No commercial relationships with insurers, brokers, or any product providers.
Twice-Yearly Content Review
All materials verified against current OIC guidance and regulatory publications.
Data Confidentiality
Personal information and advisory session content are held in strict confidence.
Small Group Sizes
Live sessions are capped at twelve so every question receives proper attention.
Not Sure Which Course Fits?
Send us a message describing where you are with your insurance situation. We are glad to help you identify the course that makes most sense — without pressure toward any particular option.
Send an Enquiry