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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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