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