Alternative Revenue Sources
Health Insurance
Monthly Referal
ACA
($10 / member) per month
Ancillary Products
10% Year 1 & Year 2 +
Lump Sum Option
$50 one time referral fee /closed individual
Create an Estate Plan that can
Grow With You
Just Me Estate Plan
$1895
Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
Traditional Estate Plan
$2495
Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
Retirement Bonus Bundle
Platinum Estate Plan
$1895
Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
Retirement Bonus Bundle
Wyoming Holding Company
Tax Affiliate
Comming Sooon
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