Suze Orman - The Ultimate Protection Portfolio

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Overview

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 ...
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Overview

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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Product Details

  • ISBN-13: 9781401906498
  • Publisher: Hay House, Inc.
  • Publication date: 9/15/2004
  • Product dimensions: 13.30 (w) x 15.40 (h) x 4.40 (d)

Meet the Author

Suze Orman
Suze Orman is known throughout the United States as "The Money Lady" and is the author of seven consecutive mega bestsellers: You've Earned It, Don't Lose It; The 9 Steps to Financial Freedom; The Courage to Be Rich; The Road to Wealth; The Laws of Money, the Lessons of Life; The Money Book for the Young, Fabulous & Broke, and now with over 1.2 million hardcover copies in print, Women & Money.

Named by Time magazine in 2008 as one of the 100 most influential people in the world today, Suze Orman is undoubtedly America's most trusted and sought-after personal financial advisor. She is the host of the award-winning Suze Orman show, which airs every Saturday night on CNBC, she is the contributing editor to O, the Oprah Magazine, and is a two-time Emmy award winner and the number one female motivational speaker in the United States, according to BusinessWeek magazine.

A CFP® professional, she directed the Suze Orman Financial Group from 1987 to 1997, served as Vice President of Investments, for Prudential-Bache Securities from 1983 to 1987; and was an account executive at Merrill Lynch from 1980 to 1983. From 1973 to 1980, until the age of 29, she was a waitress making $400 a month.
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Customer Reviews

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Sort by: Showing all of 14 Customer Reviews
  • Posted March 28, 2012

    Fabulous product! I could never have been so thorough.

    Fabulous product! I could never have been so thorough.

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