Protection Portfolio

Here’s What You Get with the Protection Portfolio

This state-of-the-art program gives you all the tools you need to protect your valuable documents, assets, and personal information. Suze walks you through each step of what you need to do in order to protect your loved ones and to create essential must have documents.

Suze has created a comprehensive collection of tools that will help take the worry out of protecting you, your assets, and your family. Click on the bars below to learn more about each item.

The double walled water resistant case is made out of ultra strong, lightweight, scratch resistant polycarbonate. The interior storage compartments are covered with a felt-like material to provide soft padding for your valuables.

The integrated organizer takes the guess-work out of knowing where you’ve put your most important information. The storage system consists of a pre-labeled expandable files that include an easy to follow check list of each of the ten essential areas of your life. In addition there is an identification and storage sheet for medical cards, social security cards, checkbooks, photographs and emergency credit cards. Also included: 5 fingerprint strips, 1 sheet of sticker key labels, and emergency contract cards.

This state-of-the-art program includes audio of Suze literally walking you through each step. You simply have to answer some questions, and then the correct type of document is populated and placed in your profile. The program includes 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 (including same gender marriages and domestic partnerships); Financial Calculators; Automatic Internet Updates; Over 93 Links to key websites to help you manage your financial life; You have the option to save your personal information safely to an encrypted file that can be downloaded to your PC; Multiple users per CD. The program covers more than just wills and trusts, over 75 forms and documents are contained in the program. It also includes an audio library consisting of over 90 frequently asked questions on how to manage your estate, funding your trust and issues effecting same gender marriages. 

Also included is a Manage an Estate tool which creates a personalized plan to help guide you through the process of managing an estate. Whether it is your estate or you are appointed to help with someone else’s, use this tool to get information and advice such as: what should you do in case of death or incapacitation, what discussions you need to have and how to get organized, as well as any additional documents or forms you may need.

The resource section in the program which includes calculators, additional forms website links is divided into the ten most important financial areas of your life:

  • Credit Cards, Records, and Debt
  • Important Personal Documents
  • Auto/RV & Boat
  • Personal Insurance
  • Social Security
  • Retirement
  • Investments
  • Estate Planning
  • Taxes
  • Home Ownership

Protect your loved ones by creating an online profile of their physical characteristics, health information and basic DNA information so in case of an emergency you can instantly send their information to the authorities. The profile allows you to attach photos, document where you have stored videos of each family member, as well as attach a DNA hair sample, dental chart information and apply fingerprints images. Included with the CD are 5 disposable fingerprint ink strips.

This one-of-a-kind program provides you and your family with an instant, on-line evaluation of your insurance needs and help save money by identifying insurance premium discounts you may be entitled to. Suze’s Insurance Selector provides easy to understand, step-by-step advice to help you determine if you have the right coverage in place for all the important areas of your life:

  • Home Insurance
  • Auto Insurance
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Suze has also created these additional fun-to-use features to give you the insight and information you need to ensure you are doing everything you can to keep your family protected.

After answering a few question the Save Money on Insurance tool will provide you with hints and suggestions on how you could possibly save money on your current insurance policies. The tool will detail insurance premium discounts that you can review with your insurance agent to insure your insurance premiums include all the savings you are entitled to. 

Find out if your insurance policies will protect you in a worst-case scenario. Be prepared for the what-ifs of life before they happen.

It’s as easy as playing a game. It will save you money and provide peace-of-mind in the event you ever need to replace your home contents. Now you have a place on-line where you can store digital photographs and receipts of your most valued items. You’ll also have the ability to e-mail your home inventory list to your friends, family, or insurance agents for safe keeping.

Type in an insurance question and possible answers will appear from Suze’s Personal Insurance Frequently-Asked-Question Library.

A ten electronic book library corresponds to the ten file folders in the integrated organizer. The electronic guidebooks content is updated as regulations and laws change so you always hae the most current information. Each electronic book includes worksheets, and checklists to ensure that you’re thoroughly prepared for the “what-ifs” of life. Over 460 pages of constantly updated information.

The grab & go wallet is stored in the protection with two pockets to store emergency cash, checks and credit cards.

People First. Then Money. Then Things.
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