Curriculum

  1. 1

    Introduction to the 664 Ambassador Program Course

    1. Welcome to 664 Ambassador Program Course Free preview
  2. 2

    Selling Appreciated Stock – if you own stocks you need to know this

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  3. 3

    Reducing Your Income Tax Bracket: Why Pay More Then You Should?

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  4. 4

    Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)

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  5. 5

    Retained Earnings In a C-Corporation: Change a Headache Into a Benefit

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  6. 6

    The Five Tax Levels: Learn How to Keep More of your Money

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  7. 7

    CRT: No Dead End – They may be irrevocable, but they are not dead.

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  8. 8

    The Five Financial Hazards: They Are the Same for Everybody

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  9. 9

    Pooled Income Funds: Very Smart Tax-Smart Planning

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  10. 10

    Charitable Remainder Trusts: The Heart of 664

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  11. 11

    Charitable Remainder Unitrusts (CRUTs): other variations

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    Charitable Remainder Trusts Miscellaneous: The Real Planning Genius

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  13. 13

    The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts

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  14. 14

    Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.

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  15. 15

    Why Social Secharity Sounds Like Social Security – and Why It’s Very Different

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  16. 16

    How to Make a Charitable Gift – Make Sure it Will do What You Want

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  17. 17

    Homeowners Insurance: What You Don’t Know Could Cost You

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  18. 18

    The Five Essential Documents Everyone Needs

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  19. 19

    Information Gathering: Building the Foundation for Effective Planning

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  20. 20

    Life Insurance – Part 1: Foundations of Purpose and Protection

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  21. 21

    Life Insurance – Part 2: Strategic Uses for Legacy and Leverage

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  22. 22

    Life Insurance - Part 3: A little More Complicated View

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  23. 23

    What Is Social Secharity™? 664 equals Two Endowments

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  24. 24

    What Is an Endowment? Your Source of Sustainable Income

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  25. 25

    Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA

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  26. 26

    Start Your Own Business - There Is a Lot to Know

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  27. 27

    Automobile Insurance: What Coverage You Need and Why It Matters

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    Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend

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    Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death

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    The Cost of Medical Care: Planning for Health Expenses and Financial Safety

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  31. 31

    Asset Protection: Safeguarding your Endowment

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  32. 32

    Retirement Plans: Tax Levels 3 and 4

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  33. 33

    Annuity versus Endowment: They Are the Same but Different

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  34. 34

    Annuities: Fixed Income, Guarantees, and Strategic Considerations

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  35. 35

    Understanding the 3 Social Secharity Devices

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