Peak Retirement Academy · Visual asset menu

See the course before we build it.

A scan-friendly gallery of the formats that could sit around the expert-led videos—from simple worksheets and flashcards to embedded calculators and guided decision tools.

Simple Enhanced Custom / future
01Expert production
The shift from accumulation to distributionIncome Planning · 3.1
▶04:32

Watch

Filmed expert lesson

Advisor-led teaching where trust, judgment, and VPF’s point of view matter most.

Best for: cornerstone lessonsMedium upkeep
02Fast pilot
AI visual explainer

Where retirement income comes from

Social
Security+Portfolio+Pension
▶

Watch

AI visual explainer

A short source-grounded explanation with generated narration, diagrams, and visual pacing.

Tool: NotebookLMLow–medium upkeep
03Designed
The retirement paycheck

Three income buckets working together

Reliable
income
Flexible
income
Reserve
funds

Watch

Branded narrated explainer

A designed storyboard with tighter control over voice, visual style, and compliance-reviewed language.

Tools: Canva + narrationMedium upkeep
04Companion
P
Income Planning RecapPeak Retirement Academy · Module 3
02:1808:42

Listen

Audio recap

An optional module summary for learners who want to reinforce the ideas away from a screen.

Tools: NotebookLM / voiceoverLow upkeep
05Visual reference
Social SecurityPension incomePortfolio draws
Monthly$retirement paycheck

See

Diagram or infographic

A memorable map of relationships, flows, timelines, comparisons, or key takeaways.

Tools: Canva / AdobeLow upkeep
06Downloadable
Peak Academy worksheet

Your retirement income inventory

monthly $
monthly $
monthly $
notes

Use

Worksheet or checklist

A practical download that helps learners reflect, prepare, and leave with a clear next step.

Tools: Google Docs / CanvaLow upkeep
07Applied learning
M
Meet Morgan, 62Retiring in three years · no real client data

Morgan wants reliable income without selling investments during a market decline. What should they explore first?

Choose a path to see tailored teaching feedback.

Choose

Composite scenario

A fictional learner story that applies a concept without exposing real client information.

Format: text, video, or interactiveTry it
08Knowledge check

Recall

Quiz or flashcards

A quick knowledge check with immediate feedback—usually built directly in the LMS.

Tool: LMS-native firstFlip card
09Guided interaction
What matters most for this income source?
Select a priority to reveal the next teaching path.

Explore

Interactive decision path

A click-to-reveal visual that helps learners compare priorities and follow different teaching branches.

Tools: Genially / H5PTry it
10Custom HTML
Monthly income gap
Illustrative gap$2,500Educational example only
Not financial advice

Calculate

Embedded calculator

A focused decision aid that turns simple learner inputs into a clear educational comparison.

Build: HTML / JavaScriptMove sliders
11Reference
⌕ Search the Peak Academy library
A
AccumulationGlossary definition
›
PDF
Income inventoryDownloadable worksheet
↓
?
Common questionsModule FAQ
›

Find

Resource library or FAQ

A searchable home for definitions, downloads, references, and frequently revisited material.

Tool: LMS-nativeLow upkeep
12Experiment
Annual updateWhat changed in this year’s tax rules?
Any AI presenter would require consent, review, and a disclosure decision.

Watch

AI avatar lesson

An optional presenter substitute for controlled updates when another filming session is impractical.

Tools: HeyGen / SynthesiaExperiment only
13Future phase
P
Peak Course Guide● Answers from approved course sources
What is sequence-of-returns risk?
It is the risk that the order of market gains and losses harms a portfolio while withdrawals are being taken.
Lesson 3.5ERP Guide p. 42

Ask

Course Q&A assistant

A source-grounded helper with citations, refusal rules, and escalation to a real person.

Build: monitored assistantHigh upkeep

The production principle

Choose the smallest format that helps the learner do the next thing.

Every section does not need every asset. Human authority stays central; supporting formats should clarify, reinforce, or help the learner apply the lesson.

1One primary teaching asset
2At most one useful support asset
3One lightweight check for understanding