Affluent Individuals Planning Program

The Affluent Individuals’ Planning Program provides productive individuals who have $1 million, or more, of surplus savings that exceed the amount they need to finance their lifestyle costs through their life expectancies access to special design asset protection, wealth transfer, and endowment creation planning programs.

A personal cash management system provides a structure that organizes the distribution of savings for spending for lifestyle costs and gifting to perpetuate values.  The planning process prevents losses of accumulated savings to assisted living costs and to unnecessary taxes.   Surplus savings are leveraged to create perpetually multiplying family legacy and charitable organization endowments.  The Affluent Individuals’ Planning Program’s Permanent Endowment Program monetizes human morbidity and human mortality for endowment purposes through the use of special design, full return of premium, qualified long-term care insurance, and through the use of special design, leveraged, permanent life insurance that converts un-monetized human economic value of family members and individuals affiliated with 501 (c) 3 non-profit organizations into perpetually multiplying endowment funding.

The objective of the Permanent Endowment Program is to mobilize and multiply un-monetized human economic value to create perpetually multiplying inter-generational endowment funding for affluent individuals’ family members and favored charities.  It is projected that 8,370 perpetually multiplying Permanent Endowment Programs will be created for un-endowed 501 (c) 3 non-profit organizations by the full return of premium long-term care insurance contract refunds of paid premiums, and by Affluent Individuals’ allocations of surplus savings to the Permanent Endowment Program over the next 5 years.

Affluent individuals who have savings that exceed the amount they require to finance their lifestyle costs through their life expectancies are prospects for the Affluent Individuals’ Planning Program component of the New Economic Order Planning Program.  Affluent individuals perpetually multiply surplus savings to fund Family Permanent Endowment Programs and Permanent Endowment Programs for 501 (c) 3 non-profit organizations that support values that are of importance to them, to their families, and to society.

Click on the links below to download the PDF documents. Print them out and fill in the information.

Affluent Individuals Planning Program Loss Test

Affluent Individuals Membership Order Form