Curriculum
-
1
Introduction to the 664 Ambassador Program Course
-
2
Selling Appreciated Stock – if you own stocks you need to know this
-
(Included in full purchase)
Chapter 01 - Selling Appreciated Stock
-
(Included in full purchase)
Selling Appreciated Stock, Chapter 1 Blueprint 1
-
(Included in full purchase)
Selling Appreciated Stock, Chapter 1 Blueprint 2
-
(Included in full purchase)
Selling Appreciated Stock, Chapter 1 Blueprint 3
-
(Included in full purchase)
Selling Appreciated Stock Quiz
-
(Included in full purchase)
-
3
Reducing Your Income Tax Bracket: Why Pay More Then You Should?
-
(Included in full purchase)
Chapter 02 -Reducing Your Income Tax Bracket
-
(Included in full purchase)
Tax Brackets
-
(Included in full purchase)
Reducing Your Income Tax Bracket, Chapter 2 Blueprint 1
-
(Included in full purchase)
Reducing Your Income Tax Bracket, Chapter 2 Blueprint 2
-
(Included in full purchase)
Reducing Your Income Tax Bracket, Chapter 2 Blueprint 3
-
(Included in full purchase)
Reducing Your Income Tax Bracket Quiz
-
(Included in full purchase)
-
4
Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)
-
(Included in full purchase)
Chapter 03 - Appreciated Commercial Real Estate
-
(Included in full purchase)
Appreciated Commercial Real Estate, Chapter 3 Blueprint 1
-
(Included in full purchase)
Appreciated Commercial Real Estate Chapter 3 - Blueprint 2
-
(Included in full purchase)
Appreciated Commercial Real Estate Chapter 3 Blueprint 3
-
(Included in full purchase)
Appreciated Commercial Real Estate
-
(Included in full purchase)
-
5
Retained Earnings In a C-Corporation: Change a Headache Into a Benefit
-
(Included in full purchase)
Chapter 04 - Retained Earnings in a C-Corp
-
(Included in full purchase)
Retained Earnings in a C-Corp - Blueprint 1
-
(Included in full purchase)
Retained Earnings in A C-Corp - Blueprint 2
-
(Included in full purchase)
Retainned Earnings in a C-Corp - Blueprint 3
-
(Included in full purchase)
Retained Earnings in a C Corporation Quiz
-
(Included in full purchase)
-
6
The Five Tax Levels: Learn How to Keep More of your Money
-
(Included in full purchase)
Chapter 05 - The Five Tax Levels
-
(Included in full purchase)
The Five Tax Levels with a Plan
-
(Included in full purchase)
The Five Tax Levels
-
(Included in full purchase)
The Five Tax Levels Quiz
-
(Included in full purchase)
-
7
CRT: No Dead End – They may be irrevocable, but they are not dead.
-
(Included in full purchase)
Chapter 06 - CRT No Dead End
-
(Included in full purchase)
CRT No Dead End Blueprint
-
(Included in full purchase)
CRT No Dead End Quiz
-
(Included in full purchase)
-
8
The Five Financial Hazards: They Are the Same for Everybody
-
(Included in full purchase)
Chapter 07 - The Five Financial Hazards
-
(Included in full purchase)
The Five Financial Hazards Quiz
-
(Included in full purchase)
-
9
Pooled Income Funds: Very Smart Tax-Smart Planning
-
(Included in full purchase)
Chapter 08 - Pooled Income Funds
-
(Included in full purchase)
Pooled Income Funds Quiz
-
(Included in full purchase)
-
10
Charitable Remainder Trusts: The Heart of 664
-
(Included in full purchase)
Chapter 09 - Charitable Remainder Trusts
-
(Included in full purchase)
Charitable Remainder Trust Quiz
-
(Included in full purchase)
-
11
Charitable Remainder Unitrusts (CRUTs): other variations
-
(Included in full purchase)
Chapter 10 - Charitable Remainder Unitrusts
-
(Included in full purchase)
Charitable Remainder Unitrusts Quiz
-
(Included in full purchase)
-
12
Charitable Remainder Trusts Miscellaneous: The Real Planning Genius
-
(Included in full purchase)
Chapter 11 - Charitable Remainder Trusts, Miscellaneous
-
(Included in full purchase)
Charitable Remainder Trusts, Miscellaneous Quiz
-
(Included in full purchase)
-
13
The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts
-
(Included in full purchase)
Chapter 12 - The 3 B's: Budget, Balance Sheet, Ballpark
-
(Included in full purchase)
The 3 B's; Budget, Balance Sheet, Ballpark Quiz
-
(Included in full purchase)
-
14
Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.
-
(Included in full purchase)
Chapter 13 - Comparison of Donor Advised Funds and Charitable Pooled Income Funds
-
(Included in full purchase)
Comparison of Donor Advised Funds and Charitable Pooled Income Funds Quiz
-
(Included in full purchase)
-
15
Why Social Secharity Sounds Like Social Security – and Why It’s Very Different
-
(Included in full purchase)
Chapter 14 - Why Social Secharity sounds like Social Security
-
(Included in full purchase)
Chapter 14 - Blueprint 1
-
(Included in full purchase)
Why Social Secharity sounds like Social Security Quiz
-
(Included in full purchase)
-
16
How to Make a Charitable Gift – Make Sure it Will do What You Want
-
(Included in full purchase)
Chapter 15 - How to Make a Charitable Gift
-
(Included in full purchase)
How to Make a Charitable Gift Quiz
-
(Included in full purchase)
-
17
Homeowners Insurance: What You Don’t Know Could Cost You
-
(Included in full purchase)
Chapter 16 - Homeowners Insurance
-
(Included in full purchase)
Homeowners Insurance Quiz
-
(Included in full purchase)
-
18
The Five Essential Documents Everyone Needs
-
(Included in full purchase)
Chapter 17 - Five Required Documents
-
(Included in full purchase)
Five Required Documents Quiz
-
(Included in full purchase)
-
19
Information Gathering: Building the Foundation for Effective Planning
-
(Included in full purchase)
Chapter 18 - Information Gathering
-
(Included in full purchase)
Information Gathering Quiz
-
(Included in full purchase)
-
20
Life Insurance – Part 1: Foundations of Purpose and Protection
-
(Included in full purchase)
Chapter 19 - Life Insurance - part 1
-
(Included in full purchase)
Life Insurance - Part 1 Quiz
-
(Included in full purchase)
-
21
Life Insurance – Part 2: Strategic Uses for Legacy and Leverage
-
(Included in full purchase)
Chapter 20 - Life Insurance - Part 2
-
(Included in full purchase)
Life Insurance - Part 2 Quiz
-
(Included in full purchase)
-
22
Life Insurance - Part 3: A little More Complicated View
-
(Included in full purchase)
Chapter 21 - Life Insurance - Part 3
-
(Included in full purchase)
Life Insurance - Part 3 Quiz
-
(Included in full purchase)
-
23
What Is Social Secharity™? 664 equals Two Endowments
-
(Included in full purchase)
Chapter 22 - What is Social Secharity?
-
(Included in full purchase)
What is Social Secharity Quiz
-
(Included in full purchase)
-
24
What Is an Endowment? Your Source of Sustainable Income
-
(Included in full purchase)
Chapter 23 - What is an Endowment?
-
(Included in full purchase)
What is an Endowment? Quiz
-
(Included in full purchase)
-
25
Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA
-
(Included in full purchase)
Chapter 24 - Qualified Charitable Distribution
-
(Included in full purchase)
Qualified Charitable Distribution Quiz
-
(Included in full purchase)
-
26
Start Your Own Business - There Is a Lot to Know
-
(Included in full purchase)
Chapter 25 - Start your own Business
-
(Included in full purchase)
Start Your Business Quiz
-
(Included in full purchase)
-
27
Automobile Insurance: What Coverage You Need and Why It Matters
-
(Included in full purchase)
Chapter 26 - Automobile Insurance
-
(Included in full purchase)
Automobile Insurance Quiz
-
(Included in full purchase)
-
28
Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend
-
(Included in full purchase)
Chapter 27 - Workers Compensation
-
(Included in full purchase)
Workers Compensation Quiz
-
(Included in full purchase)
-
29
Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death
-
(Included in full purchase)
Chapter 28 - Disability Income / Overhead Expense
-
(Included in full purchase)
Disability Income / Overhead Expense Quiz
-
(Included in full purchase)
-
30
The Cost of Medical Care: Planning for Health Expenses and Financial Safety
-
(Included in full purchase)
Chapter 29 - The Cost of Medical Care
-
(Included in full purchase)
The Cost of Medical Care Quiz
-
(Included in full purchase)
-
31
Asset Protection: Safeguarding your Endowment
-
(Included in full purchase)
Chapter 30 - Asset Protection
-
(Included in full purchase)
-
32
Retirement Plans: Tax Levels 3 and 4
-
(Included in full purchase)
Chapter 31 - Retirement Plan
-
(Included in full purchase)
Tax Table 2025 Edition by Morgan Stanley
-
(Included in full purchase)
Retirement Plans: Tax Levels 3 and 4 Quiz
-
(Included in full purchase)
-
33
Annuity versus Endowment: They Are the Same but Different
-
(Included in full purchase)
Chapter 32 - Annuity versus Endowment
-
(Included in full purchase)
Annuity versus Endowment Quiz
-
(Included in full purchase)
-
34
Annuities: Fixed Income, Guarantees, and Strategic Considerations
-
(Included in full purchase)
Chapter 33 -Annuities
-
(Included in full purchase)
Annuities Quiz
-
(Included in full purchase)
-
35
Understanding the 3 Social Secharity Devices
-
(Included in full purchase)
Chapter 34 - Differences Between the 3 Social Secharity Devices
-
(Included in full purchase)
Differences Between the 3 Social Secharity Devices Quiz
-
(Included in full purchase)