Milestone 1: Financial Education

Milestone 2: Proper Protection

2. Whole Life Insurance

3. Indexed Universal Life Insurance

a.Term, IUL Training

b. Advanced IUL

4. Variable Universal Life Insurance

Milestone 3: Emergency Fund

1. Budgeting Worksheet

Milestone 4: Debt Management

1. Snowball Calculator

Milestone 5: Cash Flow

1. e2E

Milestone 6: Build Wealth

1. Wealthscape

2. Company 401(K) Plans

3. eMoney - Personal Financial Website

a. eMoney Training Video

Milestone 7: Protect Wealth

1. Net Law -

HTML

"If you just work on stuff that you like and you're passionate about,

you don't have to have a master plan with how things will play out." - Mark Zuckerberg

*For Agent Use Only*