664 AMBASSADOR COURSE

You're probably tired of overpaying taxes while watching others legally reduce theirs. You're one decision away from joining high-income earners who use IRC Section 664 strategies to reduce taxes, grow income, and build legacies. Legally and ethically. Every April, you write another massive check to the IRS, wondering if there's something you're missing. There is. The IRS allows you to legally avoid capital gains taxes, drop tax brackets, and create income for life. Most people don't know this exists. But our students do.

These aren't theories. They're tools. Legal, underutilized, and fully available to those who choose to learn and act.

The 664 Ambassador Course teaches the same tax-smart strategies that experienced advisors and legacy-minded individuals have used for decades to avoid capital gains taxes on appreciated assets, reduce taxable income without lowering their lifestyle, and generate income through charitable structures defined in the Internal Revenue Code. You'll discover how to reallocate retained earnings from a C-Corporation, exit appreciated assets like stock or real estate without triggering massive capital gains, and build a personal endowment that aligns wealth with long-term purpose.

Join Our Students Who Are Seeing Tremendous Benefits

This is your chance to make 2026 the year you finally take control of your financial future.

”
The very first chapter of the 664 Ambassador Course helped me reduce my tax bracket. And I saved $8,000 in taxes, because I was able to lower my tax bracket just by using one of the techniques in the course
Matthew M.

Las Vegas,NV

”
I never really knew how to begin my financial planning until I enrolled in the 664 Ambassador Course and learned from the chapter about budgeting, how to manage my balance sheet, and how to forecast for the future. This course definitely opened my mind
Elizabeth S.

New York, NY

”
I loved this course. The chapters on life insurance helped me understand my choices and learn what was available to me. I got a chance to understand what was important about insuring myself for life insurance and that there's a way to use it for savings and to build an endowment.” - Lisa Monrooe
Lisa M.

Chicago, IL

”
Disability insurance wasn't even on my radar before I took the 664 Ambassador Course. After completing it, I purchased a policy. As it turns out, I did get disabled. The course was very helpful because I recovered almost $6,000 in lost income from my disability policy.
Seth J.

Hollywood, FL

A Credential That Sets You Apart

The course includes 34 clearly structured chapters, each with video instruction, downloadable resources, and real-world blueprint examples. You can move through the lessons in any order you prefer. When you finish all video content and pass a short quiz at the end of each chapter, you will be granted a certificate of completion that you can publish on your resume or LinkedIn profile. There's no financial background required. All you need is a willingness to learn and a desire to apply these strategies. Those who complete the 664 Ambassador Course also become eligible for the advanced Endowment Engineer Certification Course, A deeper, credentialed path available only through Discovery 664 Academy. But it all begins here with the 664 Ambassador Course , by understanding the power of IRC Section 664 and learning to apply it with clarity, confidence, and timing. We're making an unprecedented offer: 34 LESSONS FOR $ 34 DOLLARS That's just $1 per lesson.  You have no excuses to start a journey that will build your financial future.

$34.00

Start Learning Now Watch the Welcome Video

Curriculum

35 Chapters · 87 Lessons

  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

    1. (Included in full purchase)

      Chapter 01 - Selling Appreciated Stock

    2. (Included in full purchase)

      Selling Appreciated Stock, Chapter 1 Blueprint 1

    3. (Included in full purchase)

      Selling Appreciated Stock, Chapter 1 Blueprint 2

    4. (Included in full purchase)

      Selling Appreciated Stock, Chapter 1 Blueprint 3

    5. (Included in full purchase)

      Quiz Chapter 01 - Selling Appreciated Stock

  3. 3

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

    1. (Included in full purchase)

      Chapter 02 - Reducing Your Income Tax Bracket: Why Pay More Then You Should?

    2. (Included in full purchase)

      Tax Brackets

    3. (Included in full purchase)

      Reducing Your Income Tax Bracket, Chapter 2 Blueprint 1

    4. (Included in full purchase)

      Reducing Your Income Tax Bracket, Chapter 2 Blueprint 2

    5. (Included in full purchase)

      Reducing Your Income Tax Bracket, Chapter 2 Blueprint 3

    6. (Included in full purchase)

      Quiz Chapter 02 - Reducing Your Income Tax Bracket

  4. 4

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

    1. (Included in full purchase)

      Chapter 03 - Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)

    2. (Included in full purchase)

      Appreciated Commercial Real Estate, Chapter 3 Blueprint 1

    3. (Included in full purchase)

      Appreciated Commercial Real Estate Chapter 3 - Blueprint 2

    4. (Included in full purchase)

      Appreciated Commercial Real Estate Chapter 3 Blueprint 3

    5. (Included in full purchase)

      Quiz Chapter 03 - Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)

  5. 5

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

    1. (Included in full purchase)

      Chapter 04 - Retained Earnings In a C-Corporation: Change a Headache Into a Benefit

    2. (Included in full purchase)

      Retained Earnings in a C-Corp - Blueprint 1

    3. (Included in full purchase)

      Retained Earnings in A C-Corp - Blueprint 2

    4. (Included in full purchase)

      Retainned Earnings in a C-Corp - Blueprint 3

    5. (Included in full purchase)

      Quiz Chapter 04 - Retained Earnings In a C-Corporation: Change a Headache Into a Benefit

  6. 6

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

    1. (Included in full purchase)

      Chapter 05 - The Five Tax Levels: Learn How to Keep More of your Money

    2. (Included in full purchase)

      The Five Tax Levels with a Plan

    3. (Included in full purchase)

      The Five Tax Levels

    4. (Included in full purchase)

      Quiz Chapter 05 - The Five Tax Levels: Learn How to Keep More of your Money

  7. 7

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

    1. (Included in full purchase)

      Chapter 06 - CRT: No Dead End – They may be irrevocable, but they are not dead

    2. (Included in full purchase)

      CRT No Dead End Blueprint

    3. (Included in full purchase)

      Quiz Chapter 06 - CRT: No Dead End – They may be irrevocable, but they are not dead

  8. 8

    The Five Financial Hazards: They Are the Same for Everybody

    1. (Included in full purchase)

      Chapter 07 - The Five Financial Hazards: They Are the Same for Everybody

    2. (Included in full purchase)

      Quiz Chapter 07 - The Five Financial Hazards: They Are the Same for Everybody

  9. 9

    Pooled Income Funds: Very Smart Tax-Smart Planning

    1. (Included in full purchase)

      Chapter 08 - Pooled Income Funds: Very Smart Tax-Smart Planning

    2. (Included in full purchase)

      Quiz Chapter 08 - Pooled Income Funds: Very Smart Tax-Smart Planning

  10. 10

    Charitable Remainder Trusts: The Heart of 664

    1. (Included in full purchase)

      Chapter 09 - Charitable Remainder Trusts: The Heart of 664

    2. (Included in full purchase)

      Quiz Chapter 09 - Charitable Remainder Trusts: The Heart of 664

  11. 11

    Charitable Remainder Unitrusts (CRUTs): Other variations

    1. (Included in full purchase)

      Chapter 10 - Charitable Remainder Unitrusts (CRUTs): Other variations

    2. (Included in full purchase)

      Quiz Chapter 10 - Charitable Remainder Unitrusts (CRUTs): Other variations

  12. 12

    Charitable Remainder Trusts Miscellaneous: The Real Planning Genius

    1. (Included in full purchase)

      Chapter 11 - Charitable Remainder Trusts Miscellaneous: The Real Planning Genius

    2. (Included in full purchase)

      Quiz Chapter 11 - Charitable Remainder Trusts Miscellaneous: The Real Planning Genius

  13. 13

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

    1. (Included in full purchase)

      Chapter 12 - The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts

    2. (Included in full purchase)

      Quiz Chapter 12 - The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts

  14. 14

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

    1. (Included in full purchase)

      Chapter 13 - Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.

    2. (Included in full purchase)

      Quiz Chapter 13 - Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.

  15. 15

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

    1. (Included in full purchase)

      Chapter 14 - Why Social Secharity Sounds Like Social Security – and Why It’s Very Different

    2. (Included in full purchase)

      Chapter 14 - Blueprint 1

    3. (Included in full purchase)

      Quiz Chapter 14 - Why Social Secharity Sounds Like Social Security – and Why It’s Very Different

  16. 16

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

    1. (Included in full purchase)

      Chapter 15 - How to Make a Charitable Gift – Make Sure it Will do What You Want

    2. (Included in full purchase)

      Quiz Chapter 15 - How to Make a Charitable Gift – Make Sure it Will do What You Want

  17. 17

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

    1. (Included in full purchase)

      Chapter 16 - Homeowners Insurance: What You Don’t Know Could Cost You

    2. (Included in full purchase)

      Quiz Chapter 16 - Homeowners Insurance: What You Don’t Know Could Cost You

  18. 18

    The Five Essential Documents Everyone Needs

    1. (Included in full purchase)

      Chapter 17 - The Five Essential Documents Everyone Needs

    2. (Included in full purchase)

      Quiz Chapter 17 - The Five Essential Documents Everyone Needs

  19. 19

    Information Gathering: Building the Foundation for Effective Planning

    1. (Included in full purchase)

      Chapter 18 - Information Gathering: Building the Foundation for Effective Planning

    2. (Included in full purchase)

      Quiz Chapter 18 - Information Gathering: Building the Foundation for Effective Planning

  20. 20

    Life Insurance – Part 1: Foundations of Purpose and Protection

    1. (Included in full purchase)

      Chapter 19 - Life Insurance – Part 1: Foundations of Purpose and Protection

    2. (Included in full purchase)

      Quiz Chapter 19 - Life Insurance – Part 1: Foundations of Purpose and Protection

  21. 21

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

    1. (Included in full purchase)

      Chapter 20 - Life Insurance – Part 2: Strategic Uses for Legacy and Leverage

    2. (Included in full purchase)

      Quiz Chapter 20 - Life Insurance – Part 2: Strategic Uses for Legacy and Leverage

  22. 22

    Life Insurance - Part 3: A little More Complicated View

    1. (Included in full purchase)

      Chapter 21 - Life Insurance - Part 3: A little More Complicated View

    2. (Included in full purchase)

      Quiz Chapter 21 - Life Insurance - Part 3: A little More Complicated View

  23. 23

    What Is Social Secharity™? 664 equals two endowments

    1. (Included in full purchase)

      Chapter 22 - What Is Social Secharity™? 664 equals two endowments

    2. (Included in full purchase)

      Quiz What Is Social Secharity™? 664 equals Two Endowments

  24. 24

    What Is an Endowment? Your Source of Sustainable Income

    1. (Included in full purchase)

      Chapter 23 - What Is an Endowment? Your Source of Sustainable Income

    2. (Included in full purchase)

      Quiz Chapter 23 - What Is an Endowment? Your Source of Sustainable Income

  25. 25

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

    1. (Included in full purchase)

      Chapter 24 - Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA

    2. (Included in full purchase)

      Quiz Chapter 24 - Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA

  26. 26

    Start Your Own Business - There Is a Lot to Know

    1. (Included in full purchase)

      Chapter 25 - Start Your Own Business - There Is a Lot to Know

    2. (Included in full purchase)

      Quiz Chapter 25 - Start Your Own Business - There Is a Lot to Know

  27. 27

    Automobile Insurance: What Coverage You Need and Why It Matters

    1. (Included in full purchase)

      Chapter 26 - Automobile Insurance: What Coverage You Need and Why It Matters

    2. (Included in full purchase)

      Quiz Chapter 26 - Automobile Insurance: What Coverage You Need and Why It Matters

  28. 28

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

    1. (Included in full purchase)

      Chapter 27 - Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend

    2. (Included in full purchase)

      Quiz Chapter 27 - Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend

  29. 29

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

    1. (Included in full purchase)

      Chapter 28 - Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death

    2. (Included in full purchase)

      Quiz Chapter 28 - Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death

  30. 30

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

    1. (Included in full purchase)

      Chapter 29 - The Cost of Medical Care: Planning for Health Expenses and Financial Safety

    2. (Included in full purchase)

      Quiz Chapter 29 - The Cost of Medical Care: Planning for Health Expenses and Financial Safety

  31. 31

    Asset Protection: Safeguarding your Endowment

    1. (Included in full purchase)

      Chapter 30 - Asset Protection: Safeguarding your Endowment

    2. (Included in full purchase)

      Quiz Chapter 30 - Asset Protection: Safeguarding your Endowment

  32. 32

    Retirement Plans: Tax Levels 3 and 4

    1. (Included in full purchase)

      Chapter 31 - Retirement Plans: Tax Levels 3 and 4

    2. (Included in full purchase)

      Tax Table 2025 Edition by Morgan Stanley

    3. (Included in full purchase)

      Quiz Chapter 31 - Retirement Plans: Tax Levels 3 and 4

  33. 33

    Annuity versus Endowment: They Are the Same but Different

    1. (Included in full purchase)

      Chapter 32 - Annuity versus Endowment: They Are the Same but Different

    2. (Included in full purchase)

      Quiz Chapter 32 - Annuity versus Endowment: They Are the Same but Different

  34. 34

    Annuities: Fixed Income, Guarantees, and Strategic Considerations

    1. (Included in full purchase)

      Chapter 33 - Annuities: Fixed Income, Guarantees, and Strategic Considerations

    2. (Included in full purchase)

      Quiz Chapter 33 - Annuities: Fixed Income, Guarantees, and Strategic Considerations

  35. 35

    Understanding the 3 Social Secharity Devices

    1. (Included in full purchase)

      Chapter 34 - Understanding the 3 Social Secharity Devices

    2. (Included in full purchase)

      Quiz Chapter 34 - Understanding the 3 Social Secharity Devices

664 Ambassador Course

Disclaimer: This course provides educational content only and does not constitute personalized tax or financial advice. Individual results vary based on personal circumstances and implementation.