Welcome to program 2


In pursuit of financial freedom
PROGRAM 2 - ENHANCE YOUR PLANS

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





We hope you enjoy the process going forward.