The Client Education Course Builder

Sample Output

Section 1: Course Strategy

Starting point: "I've saved for 30 years, but nobody ever taught me how to turn this pile into a paycheck. I'm afraid of doing it wrong."

Transformation: "I understand the moving parts of retirement income — withdrawal order, Social Security timing, taxes — well enough to know what a good plan looks like and what questions to ask."

Course promise: By the end of this short course, you'll know how a retirement paycheck actually gets built — and where the expensive mistakes hide.

Free vs. paid: Free, enrollment-gated. The job is nurture — the course's value is trust, and a price tag would filter out exactly the warm-but-not-ready audience you built it for.

Scope: 4 modules, 13 lessons, all 4–7 minutes. At 3 hours/week of production you'll finish in about 3 weeks. The next step: every path ends at the Retirement Income Review booking calendar.

Section 2: Curriculum Map (excerpt)

Module 1 — The Paycheck Problem

Lesson 1.1 — "Why Saving and Spending Are Different Skills"

• Outcome: After this lesson, the learner can explain why the strategies that grew their savings don't tell them how to spend it.
• Key teaching points: (1) Accumulation has one job — grow; decumulation juggles four — income, taxes, timing, longevity. (2) The "how much can I safely take out" question, introduced not answered. (3) Why rules of thumb exist and where they break. (4) What a written income plan actually contains.
• Length: 5 minutes.
• Action step: Write down your monthly "paycheck number" — what you actually spend per month today.
• Knowledge check: What are the four jobs your money has in retirement that it didn't have while you were saving? (Income, taxes, timing, longevity.)

Lesson 1.2 — "The Order You Spend From Matters"

• Outcome: The learner can explain why withdrawal sequence across account types changes how long money lasts.
• Key teaching points: (1) The three tax buckets — taxable, tax-deferred, tax-free — in plain words. (2) An illustration of two retirees with identical savings and different withdrawal orders. (3) Why the "right" order is personal, not a formula.
• Length: 6 minutes. Action step: List your accounts by bucket. Knowledge check: Which of the three buckets does a Roth IRA belong to? (Tax-free.)

(Modules 2–4 continue: Social Security timing, the tax surprises of retirement — RMDs, IRMAA, the widow's penalty — and "What a Real Income Plan Looks Like," each lesson in the same block format.)

Section 3: Production Tracker (excerpt)

One Google Sheet, one row per lesson: Lesson · Slides done · Recorded · Edited · Uploaded to GHL · Reviewed (compliance) · Live. Conditional-format the status cells; batch-record one module per session (your 3 hours does one module's slides or one module's recording — alternating weeks feels slower but ships faster than lesson-by-lesson).

Section 4: Platform Setup Notes — GoHighLevel Memberships

1. Build as one Course ("Your Retirement Paycheck") → 4 Modules → lessons as listed; one video + the action step as lesson text per lesson.
2. Release: drip one module per week. For a nurture course, four weekly touches beat one binge — each unlock is an email that puts you back in their inbox.
3. Enrollment path: existing seminar/checklist contacts get an enrollment email; new leads enroll via a GHL form. Either path applies tag course-retirement-paycheck on the contact.
4. Automations: enrollment tag starts a workflow (welcome email + module-unlock emails). Course completion applies tag course-completed and triggers the graduation sequence — congratulations email, then the Retirement Income Review invitation with your GHL booking-calendar link. Add a re-engagement branch for contacts stalled 14+ days.
5. Where it lives: your client portal on your custom domain, so the course URL carries your brand, not a platform's.

Section 5: Compliance and Launch Notes (excerpt)

• Open each module with the educational disclaimer; keep a master copy in lesson one: "This course is educational only and is not individualized investment, tax, or insurance advice…"
• The two-retirees withdrawal illustration must be clearly hypothetical — no real client data, no implied typical results.
• Social Security lessons: teach the rules, never "you should claim at X." The action step is "look up your own numbers at ssa.gov," which keeps it educational.
• As an IAR who is also insurance-licensed: no product categories named in lessons (no annuity/fund mentions) — keep the course product-agnostic and let the Review meeting be where suitability lives.
• Launch order: past seminar attendees first (they asked for this), then checklist downloaders, then announce in your newsletter — one audience per week, so early completions seed replies you can quote (with permission) later.