| Suze Orman's Ultimate Protection Portfolio
Create, organize, & store your most important documents
Highlights of the new Suze Orman Ultimate Protection Portfolio
DURABLE WATER-RESISTANT CASE - The Portfolio's translucent blue plastic case with a blinking "find me" feature was specifically designed to protect your essential documents.
INTEGRATED ORGANIZER - The Integrated Organizer takes the guess-work out of knowing where you've put your most important information: Filing System, Identification and Storage Pockets, Receipt, Tax Preparation Checklist, Emergency Contact Cards.
LIBRARY - A ten-book library corresponds to the ten file folders in the Protection Portfolio. Each book includes worksheets, and checklists to ensure that you're thoroughly prepared for the "what-ifs" of life.
STATE OF THE ART INTERACTIVE PROGRAM - This state-of-the-art program includes audio of Suze literally walking you through each step. You simply have to answer clear cut questions, and then the correct documents are selected. The program has over 50 essential documents including the four must have documents that Suze feels almost everyone should have:
• Will
• Revocable Trust
• Advanced Directive and Durable Power of Attorney for Health Care
• Financial Power of Attorney
The program includes: Information tailored to the laws and regulations in all 50 states; Financial Calculators; Automatic Internet Updates; Links to key websites to help you manage your financial life; Personal information is safely encrypted on your PC; Multiple Users. The Ultimate Protection Portfolio covers more than just wills and trusts. Over 50 forms and documents are contained in the program.The Ultimate Protection Portfolio is divided into the ten most important financial areas of your life complete with essential forms, web site links, calculators, and worksheets to help you make important financial decisions.
• Credit Cards, Records, and Debt
• Important Personal Documents
• Auto/RV & Boat
• Personal Insurance
• Social Security
• Retirement
• Investments
• Estate Planning
• Taxes
• Home Ownership
Protection Help - If you ever have a question about the Ultimate Protection Portfolio, a password is included which allows you to access the "protection help" section of SuzeOrman.com.
The most state-of-the-art program of its kind!
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