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

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

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


Have your own binders, then this is for you, inserts without the binder!

What you get: Instructions, 41 forms, 5 tabbed dividers plus 2 checklists — one for you and one for your client.


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.


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!


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.


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