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Generational Wealth Team

Membership Bronze Level

Membership Bronze Level

✓ One Consultation per month on strategies for generational planning

✓ Life Insurance structure for the family

✓ Access to all of the services that you will benefit from

✓ Mortgage Strategy emails

✓ General Income strategies

✓ General savings strategies

✓ Receive information about strategies via email

✓ Receive discounts on any financial services that are purchased or rebates and reimbursements for membership payments

✓ Receive 10% referral fees on any affiliate referred to the company

✓ Receive information on discount platforms and points on purchase platforms

✓ Legal and estate planning strategy

✓ Tax strategies

✓ Access to Grant programs

✓ Luxury service notifications

✓ Vacation service notifications

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