Total value: $3,500

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"Protect your legacy"


“I never realized how much I was missing until I worked with Advanced Wealth. The Wealth Architect Package gave me every tool and resource I needed to make the right decisions for my family—and the 1-on-1 session made everything clear and actionable.”

— J. Williams, Houston, TX

Here's what you get:

  • $500 credit for upgrading from Legacy package and $199 credit for upgrading from Smart Start Package

  • 1-on-1 Strategy Session with a Dr. Green

  • Full access to Illia – the most powerful life insurance leverage tool (includes a step-by-step video to help you get started)

  • Smart With Money Course (a $599 value) plus all bonus modules

    • Digital Will Organizer App

    • Bonus Video Series: “How to Use Life Insurance to Protect Your Assets from the Nursing Home”