You don’t know you need this stuff until you need this stuff!

For inquires including shipping rates to Hawaii and International destinations contact Meryl: or 615-720-4840

SafeHaven Kit

If something were to happen to your clients, would their family know where to find their important documents? Millions of Americans have failed to prepare their financial and medical documents.


Estate Planning Forms (Digital)

Help your clients with the other side of wealth planning – the organization of their important information and documents.

→ Unlimited use. Buy once, use forever!



This portable, easy-to-use USB flash drive goes right on their keychain. Simply fill out the pre-loaded PDF forms to capture their important medical information.


SafeHaven Binder

The SafeHaven Binder is a comprehensive system to help your clients record their personal information, prepare for a medical emergency, and consolidate their records.


Financial Advisor’s Coaching Course

If you’re struggling to navigate the changing landscape and make money with a shrinking customer base, then this course is for you. This comprehensive coaching program will guide you through the steps to help you become the advisor of choice.


ICE Wallet Card (pack of 10)

This simple business card will provide first responders and doctors with everything they need to know in order to treat a person according to their medical needs. NOTE: These cards come in packs of 10!


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