Auxillary “Bonus” Benefits — Added to the Plan – No Additional Cost!
Provide basic business legal services through our affiliation with the largest prepaid legal services organization in America. This includes:
Legal review of Documents / Contracts
Assist in legal collection matters by sending collection letters on your behalf
draft letters and make calls on your behalf to resolve legal issues beyond debt collection, such as disputes with vendors, landlords or employees
to ensure that your business will provide for your retirement and leave a legacy for your family. These include:
Estate planning services – prepare/revise your Wills, Trusts, Power of Attorney’s & other estate planning/protection documents
Income replacement strategies using appropriate insurance strategies
Retirement Plan – develop your retirement targets and strategies to most effectively achieve those targets
Some Services are included with your Membership Fee – Some are Paid Services with HUGE 30 – 50% Discounts
SERVICES INCLUDED IN YOUR MEMBERSHIP
Monthly 1 on 1 meetings to review your Business Performance and/or Strategic Plan Implementation and to plan your next 30 days Performance & Strategic Priorities
Access to Training Library on leadership, Business topics. Eg training on Managing Cashflow, Using Excel, Understanding Financial Reports
1 guest presenter each month from an expert, successful businessperson on topics requested by you, the Member
Unlimited Email Mentorship – no limit on how many email inquiries/responses you can make each month.
Strategic Planning – Phase I 1 / year (Phase II – V are paid services – see below)
Annual Estate Plan Assessment to determine any gaps in your estate plan
Legacy Plan assessment – Audit your retirement plans and/or needs and recommend improvements you need to make to achieve a comfortable retirement. Also, look at your income replacement/insurance coverages to ensure that they can adequately provide for your family in case of death or disability.
1 Monthly Group Strategy Round Table – virtual 2-hour session during which we will provide training, strategies and resources that will address many of the most common challenges small business owners face