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BUILD-A-BANK WORKSHOP
Teaching You How to Bank Like the Banks Do!
1. Closed-end Loans
2. Interest Accumulation
3. Mortgage Amortization
4. Interest Cancellation
5. Open-end Credit Lines
6. Float & Leverage
7. Offset Accounts (OA)
8. Strategic Debt Payoff
Estate Planning VIRTUAL presentation
& EDUCATIONAL RESOURCES
How Heroes Build and Leave Their Legacy Impact - Wills, trusts and probate: things you need to know and probably didn't think of!
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What Our Customers Have To Say
Protection & Control
There are numerous benefits to having a Revocable Living Trust while you are still alive and what you don’t know CAN end up hurting you.
Convenience & Accuracy
24/7 online access to your Client Console containing your personalized profile.
Accessibility & Efficiency
By logging into your Client Console, you will be able to see exactly what your Associate Advisor and your Network Attorney see.
Professionalism & Diversification
This extraordinary, turn-key estate planning team is ready and available to effectively serve you, the client, in the most secure and simplistic way possible.
Integrity & Care
We highly value the relationships built with our clients. Our team is here to help provide you with the best customer service possible, as well as your satisfaction with the finished product.
What people say
You are more ready than you think!
Understand your options
With our advanced, digital estate planning products, we offer multiple options to benefit your family and/or organization. If you’re a nonprofit seeking to acquire larger, planned donor gifts, our platform may serve your fundraising efforts with a Charitable Remainder Trust (CRT) and more. Or, if your’e a stay-at-home parent taking care of a Special Needs child, our Universal Guardian Trust (UGT) will provide everything needed to protect your child and estate, while also maintaining your SSI benefits. You may greatly benefit from a Nevada Wealth Preservation (Sub)Trust. A Medicaid Qualifying Trust (MQT) is also among our applications.
VIRTUAL & Live Presentations
A Glass Heart Shattered
Words of heartbreak, healing, self-love & redemption
“True intimacy requires VULNERABILITY. Vulnerability means opening ourselves up to be hurt by another individual—someone who, oftentimes, we’re extremely close with.
You see, most of our casual acquaintances don’t have the power to hurt us that way. We haven’t openly exposed our heart or feelings.
The people closest to us; those we love and confide in the most, have the capacity to wound us the deepest when we allow ourselves to be vulnerable by sharing our most intimate secrets with them.
Real love, leading to true intimacy in its deepest capacity, is found when we fully give our hearts and lives to another person in the purest sense, with all the raw transparency and vulnerability found in it.”
CLICK ON THE LINK BELOW TO REQUEST A PDF COPY OF MY CHAPTER BOOK!
Strategies
Some opportunities we create on our own. For others, we join in a collaborative effort with those more seasoned and/or experienced.
How To Build a Heroic Legacy - Become Revolutionary' Program Interview w/ The Challenge Queens
This interview and discussion was POWERFUL. I share real-life story experiences that shaped my life and legacy journey, including my near-death experience and a divorce. The challenges and adversities of life can push us into the pool unexpectedly. Although we cannot avoid them, we can plan and prepare ahead of time to the best of our ability! Proactively doing so, can help us to avoid many tragic pitfalls as we build and protect our lifelong legacy...