7 Essential Ingredients Video


It’s about your Legacy!

Are you concerned about making the wrong financial decision? Are you going to run out of money? Do you even know where to begin?

In your own words, how confident are you in explaining what a mutual fund is, or the difference between an IRA and a Roth IRA – and which one you should have.

Well, no worries. You have absolutely come to the right place. We are thrilled that you are here.

With this course, you will receive the video series 7 Essential Ingredients For Your Best Financial Recipe. Additionally, you receive a closer look at important financial and legacy considerations as you study the Financial Bonus Tracks. For your convenience and your notes, we are providing you an electronic eWorkbook at no cost. Simply download and fill it out. Last, you will receive the valuable Your Family’s Guiding LightSM tool to help you – and your loved ones fully understand your most important wishes.





On the scale below, place an ‘X’ on how confident you are in achieving your legacy.

Not Confident at all                                                                                       Extremely Confident


This comprehensive course with over 3 1/2 hours of instruction will answer all your questions. Coupled with the over 2 hours of Financial BONUS Tracks, you better be prepared to learn a lot, and have fun in the process.

We are going to cover:

The 7 Essential Ingredients

A Desire to Leave a Legacy

Recognizing The Need For A Plan

Evaluating Your Wants, Needs, Goals, and Dreams

Courage For The Journey


Professional Management Team

Estate Documents You Must Have

Financial BONUS Tracks

Annuities, The Veil Removed


How Assets Transition to Heirs

Important Insurance discussion

Trusts Made Easy

Understanding Professional Designations

Understanding Your Retirement Account

Are you excited to begin? You deserve the best. And you will be thrilled you joined us.

Now do yourself a favor, after reviewing the 7 Essential Ingredients, go back to that “confidence” line you marked with an ‘X.’ Now, re-mark where you are on that line. We think that you will be closer to obtaining your legacy than you were before.

Everyone leaves a legacy. What is yours?

Additional information

Delivery Option

To your computer, To your mailbox