The Bottom Line:
Planning for the inevitable isn’t just practical—it’s essential. With these foundational steps in place, you’re not only building a positive future but also securing a legacy that will continue to support and protect your loved ones, just as you intended. These are the fundamentals that turn financial planning into an enduring legacy.
By completing this initial program, you would have achieved the following: 1 -Activated your financial strategy email series.
2 - Help you set-up a solid planning foundation upon which to build and protect your money. 3 - Help you set-up all your legal needs to protect your family. 4 - Linked your key contacts to your myPROVAULT.
BEGIN LEVEL 1 - ROADMAP OPT-IN
QUIZ TILES
PASSMARK %
PASSMARK %
PRIZE
Welcome
8 hours
STEPS: 1 of 6 - Get your vault foundation started
2 days
STEPS: 2 of 6 - How to get support
2 days
STEPS: 3 of 6 - Link your key contacts to your vault
2 days
STEPS: 4 of 6 - REWARD| Give family and friends a myPROVAULT
2 days
STEPS: 5 of 6 - How to access my products & services
2 days
STEPS: 6 of 6 - Enhancing your myPROVAULT with myICE services
