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Suze Orman Ultimate Money Saver Package & E-Book
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Suze Orman Ultimate Money Saver Package & E-Book

2.3 ( 37 ) READ REVIEWS
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Product Description

Suze Orman Ultimate Money Saver Package & E-Book
In The Ultimate Money Saver Package, Suze Orman gives you the tools necessary to save your money, yourself, and your future. In her newest bestseller, The Ultimate Retirement Guide for 50+, Suze Orman gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll also get access to Suze’s Must Have Document online program to create your own customized Will, Living Revocable Trust, Financial Power of Attorney, Durable Power of Attorney for Health Care and more. Suze created the Ultimate Opportunity Savings Account. Through this promotion with Alliant Credit Union, new members can earn a bonus just by saving. Federally insured by NCUA.

What You Get
  • The Ultimate Retirement Guide for 50+ hardcover book
  • Access to the Ultimate Opportunity Savings Account
  • Activation card to access your Digital Online Toolkit

Digital Online Toolkit
  • The Ultimate Retirement Guide for 50+ eBook
  • The Ultimate Retirement Guide for 50+ audiobook
  • The Must Have Document Program, including a Will, a Living Revocable Trust, An Advanced Directive & Durable Power of Attorney for Healthcare, and a Financial Power of Attorney

Good to Know
  • 1. Alliant Credit Union and Suze Orman’s The Ultimate Opportunity Savings Account Terms and Conditions
  • This promotion is for new Alliant Credit Union members only. Alliant members can only receive this payout bonus one time
  • New Alliant Credit Union members can earn a $100 bonus deposit by joining Alliant through Suze Orman’s The Ultimate Opportunity Savings Account promotion and meeting the following requirements. Offer valid for one new Alliant Credit Union savings account (“account”) opened from January 10, 2021, through December 31, 2022; funded by transfers and/or deposits totaling $100 or more each month for 12 consecutive months; and opened by applying online from this page or by phone at 800-328-1935 and mentioning “Suze Orman’s The Ultimate Opportunity Savings Account promotion.” Existing Alliant members, customers who are a joint owner on an Alliant savings account, and former Alliant members who closed an Alliant savings account within 180 days of applying for the new account are not eligible. The first $100 must be transferred and/or deposited within 30 days of account opening, and each calendar month after the first $100 transfer/deposit, funds need to post to the account by the last day of the month. Account must remain open and in good standing, maintain an average daily minimum balance of $100, and the balance at the end of the 12-calendar-month period must be $1,200 or more in order to receive the $100 bonus deposit. Accounts will be reviewed 12 months from the date of the first transfer/deposit to determine eligibility. If all requirements have been met after 12 months, please allow 4 weeks for the $100 bonus deposit to post to your account. You will be responsible for any tax liability. Offer is not transferable and not valid for trusts, UTMAs, IRAs or other tax-exempt accounts. Limit one offer per new Alliant member. All account applications are subject to approval. You must apply for the account by 11:59 p.m. CT on December 31, 2022, to be eligible. Must be 18 or older at time of account opening and a legal U.S. Resident or U.S. Person (including a U.S. Resident Alien) to be eligible. Alliant employees are not eligible for this promotion. This promotion is subject to all federal, state and local laws and regulations and governed by Illinois law. Promotion is sponsored by Alliant Credit Union, 11545 W. Touhy Ave., Chicago, IL 60666.
  • Alliant Credit Union and Suze Orman’s The Ultimate Opportunity Savings Account Terms and Conditions 
  • 2. The savings dividend provides an Annual Percentage Yield (APY) of 0.60%. The APY is accurate as of the 03/28/2022 dividend declaration date. Dividends are paid on the last day of the month to accountholders who have maintained an average daily balance of $100 or more. Savings dividend may change after account is opened and is subject to change at any time. Dividend applies to Savings, Supplemental Savings, Kids Savings Accounts, UTMA Custodial Accounts, Trust Accounts, IRA. Fees may reduce earnings on the account.

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Suze Orman Ultimate Money Saver Package & E-Book
37 reviews 2.3 out of 5

Review Breakdown

5 Star
24.32% 9
4 Star
0% 0
3 Star
13.51% 5
2 Star
8.11% 3
1 Star
54.05% 20
Would recommend to a friend
  • Rob655, NY

    Great advise

    This is a good book to have in your home. I bought it because as you know I'm getting older and is good to have some good advice as far as how to save for retirement and what are your best options. Suze Orman gives good advice on how to go about getting the best out of your retirement and well-being.

    Was this review helpful? 0 out of 0 found this review helpful
  • wash11, CA

    bad choice

    i thought i would get 5 separate documents to review. instead i had to read through pages of tireless irrelevant information. the book. was useless. i will return it.

    Was this review helpful? 9 out of 12 found this review helpful
  • UncleWoo, CA

    Works great

    Dropping a line here because there seems to be some confusion. The book is great. It comes with a card that has an activation code for the Will/trust/power of attorney online program. It's like filling out a questionnaire that results in your documents (akin to if you use TurboTax for your tax return). Once your docs are completed, you have to get a couple of them notarized, which is to be expected. I am SO RELIEVED that I have finally done this. It was all easy and user-friendly.

    Was this review helpful? 30 out of 32 found this review helpful
  • KB4Ak, CA

    Suzie's items are the best!

    Suzie wants eveyone to get their affairs in order before someone dies. My hubby is slow to act, but I'm trying to get him to comply. My sister helps him. She wants all of us to feel good about handling our money when older, even younger, and not be stress ed out when a spouse/significant other dies. She's the best! God bless you, Suzie!!

    Was this review helpful? 10 out of 10 found this review helpful
  • AnnieinKC, MO

    I buy every Suze Orman products and updates

    I've bought every Suze Orman product and all updates for 25 years. She taught me HOW to save. Now I am my own bank. I borrow from myself when I need a loan. I accumulated $6.5 million. I work a regular case mgr FT job and get my full retirement check. I live on the $1,411 retirement check, and SAVE the entire $40k yr paycheck. I pay all mthly bills annually, cell phone, everything. I keep a car payment & one $10k-limit Visa credit card just to keep my "exceptional" credit scores going.

    Was this review helpful? 43 out of 52 found this review helpful

About The Brand

Suze Orman