INTRODUCTION |
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ACHIEVEMENT TIME |
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By completing this programme, you would have achieved the following:
1 - Started adding to your foundation to complete it.
2 - Started working on your defined goals and aspirations.
3 - Started defining your financial position.
4 - Started a process of recording your life experiences.
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BEGIN LEVEL 6 - Make sure your emergency plan is on track |
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ACHIEVEMENT TIME |
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Understand the retail distribution review (RDR) and financial advisor fees |
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1 Hr |
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ADVANCE TO LEVEL 7 - Learn about deceased estate matters |
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ACHIEVEMENT TIME |
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Protect your estate assets without life cover [Deceased estates < 1 Million OR Deceased estates > 1 Million] |
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45 Min |
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Decide if you need a deceased estate services agreement |
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45 Min |
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ADVANCE TO LEVEL 8 - Add another level to your LEGAL matters |
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ACHIEVEMENT TIME |
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Start familiarising yourself with a bad debt strategy |
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1 Hr |
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Learn about our Affiliate Program and decide if you want to get involved. (agents of change) |
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15 Min |
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ADVANCE TO LEVEL 9 - Build up your ESTATE awareness |
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ACHIEVEMENT TIME |
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Understand what executor renouncement is |
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20 Min |
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Understand what unavoidable checklist procedures take place when you pass away |
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1 Hr |
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Record your TAX data |
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20 Min |
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ADVANCE TO LEVEL 10 - Enhance your HERITAGE legacy |
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ACHIEVEMENT TIME |
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The history of ethical/heritage wills |
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20 Min |
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Capture your testimony, story and values [My personal life lessons] |
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No timeline |
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Capture your testimony, story and values [My business lessons] |
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No timeline |
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Capture your testimony, story and values [My supportive spouse lessons] |
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No timeline |
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PROGRAM 2 - Multiple choice test |
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Complete the fun knowledge retention test |
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END OF PROGRAM 2 |