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