Discuss Legacy & Wealth Memberships

Foundation Plan

Perfect for individuals and families starting their financial journey.

$97/month

  • Revocable Living Trust

  • Basic Term Life Insurance ($100K - $250K coverage)

  • Sed nisi

  • Will & Healthcare Directive

  • Access to Financial Webinars

Wealth Builder Plan

Designed for growing professionals and entrepreneurs.

$247/month

  • Comprehensive Wealth Trust Setup

  • Indexed Universal Life (IUL) Insurance ($250K - $500K coverage)

  • Business Succession Planning Guide

  • Estate Tax Reduction Strategies

  • Priority Access to Financial Advisors

Legacy Protector Plan

For high-net-worth individuals looking to maximize wealth protection.

$997/month

  • Family Dynasty Trust

  • Private Wealth Banking & Infinite Banking Strategy

  • Premium Whole Life Insurance ($1M+ coverage)

  • Advanced Charitable & Philanthropic Trusts

  • VIP Access to Estate Attorneys & Financial Experts

Dynasty Wealth Plan

For ultra-high-net-worth families and business owners securing wealth.

$497/month

  • Irrevocable Trust Setup

  • Premium IUL Insurance ($500K - $1M coverage)

  • Buy-Sell Agreements for Business Owners

  • Tax-Free Retirement Strategy Consultation

  • Personalized Investment & Legacy Growth Plan

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