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Suze Orman's Protection Portfolio: Gold Edition

Suze Orman's Protection Portfolio: Gold Edition with Personal Finance Online Course Offer

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Retail value: $236.03
S&H: $5.00
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Overview & Details

Suze Orman's Protection Portfolio: Gold Edition with Personal Finance Online Course Offer 
Take the worry out of protecting you, your family, your assets and your money with this easy-to-use personal finance program and storage system by Suze Orman. Suze walks you through each step of what you need to do to protect your loved ones and create essential must-have documents including a will, revocable trust, financial power of attorney and advanced healthcare directive. You also get a collection of tools to help you with your financial life including an Expense Tracker, Debt Eliminator, Insurance Selector and 10 Protection Portfolio eBooks. Plus, you can keep all your essential documents organized in the included Gold Box!

What You Get

  • Durable polycarbonate Gold Box
  • Accordion folder
  • Personal activation code card
  • Personal Finance Online Course Offer 
  • Welcome letter
Shop all Suze Orman
System Requirements: Internet Access; Windows XP or newer or Mac OS 10.2 or higher
Measurements: Box measures approx. 15.25"W x 14"H x 5.1" Deep
Country of Origin: China


Create must-have legal documents 
  • Protect you and your family with these essential documents
  • Do-it-yourself documents include Will, Living Revocable Trust, Financial Power of Attorney, and Advance Directive and Durable Power of Attorney for Health Care
  • Can be updated and changed over and over again
  • Good in all 50 states

Insurance Selector tool
  • Provides you and your family with an instant, online evaluation of your insurance needs
  • Get easy-to-understand, step-by-step advice to help you determine if you have the right coverage in place for all the important areas of your life
  • Includes Home, Auto, Life, Disability and Long-Term Care insurance

Expense Tracker
  • Provides an easy step-by-step way of determining what it really costs you to live month in and month out 

Debt Eliminator
  • Helps you learn how to eliminate your credit card debt in an easy-to-use tool
  • Suze helps you identify which credit card you should pay off first and how to quickly reduce and eliminate your credit card debt once and for all by using Suze's quick-pay-down system  

Home Inventory Tracker
  • Create a detailed list of everything in your home in the event you ever need to make a claim  

The Protection 10-eBook library set 
  • A complete resource to answering your financial questions at your fingertips
  • 10 eBooks that cover the most crucial areas of your financial life
  • More than 460 pages of relevant information, frequently updated to stay current with changing regulations
  • Each eBook includes worksheets and checklists to ensure that you're thoroughly prepared for life's "what-ifs"
  • The 10 eBooks correspond to the 10 file folders in the integrated File System

Personalized Help Passcode
  • If you have any question or problem with the Must-Have Documents, use the personalized help code to go online and ask a question that either Suze, her Trust Lawyer or one of their assistants will answer for you  

Durable gold-colored organizer box with accordion folder
  • Double-walled case is made out of ultra-strong, lightweight, scratch-resistant polycarbonate
  • The interior storage compartments are covered with a felt-like material to provide soft padding for your valuables
  • The Integrated Organizer takes the guesswork out of knowing where you've put your most important information
  • The storage system consists of pre-labeled, expandable files that include an easy-to-follow checklist for each of the 10 essential areas of your life  
Organizer box is IPX5-rated for water resistance
  • Helps keep your documents protected from moisture due to spills or transport during inclement weather

Suze Orman's Personal Finance Online Course Offer  
  • Included with your purchase is full access to Suze Orman's Personal Finance Online Course, valued at $54.
  • You receive an activation code to access the software.
  • No refunds or exchanges for the value amount. 
  • Search "Suze Orman" for offer details.


Suze Orman's Protection Portfolio: Gold Edition with Personal Finance Online Course Offer

43 reviews 4 out of 5
5 Star
58.14% 25
4 Star
11.63% 5
3 Star
11.63% 5
2 Star
9.3% 4
1 Star
9.3% 4
Would recommend to a friend
  • Easy to Use!

    Very happy with the purchase! By answering a series of questions I was able to produce all of the needed documents in 3-4 hours. I then took them along with 2 witnesses to UPS to be notarized. Couldn't have been easier. Great value!

    Was this review helpful? Yes (1) No (0) Report if inappropriate
  • Great Price for SO Protection Protfolio

    I recently went to see a lawyer about getting a trust done for myself. It would of cost me $2,500 just like SO stated on TV. I got this one for under $100! I haven't had time to start it yet, will work on that this weekend. Looking forward to finishing it and getting back on track.

    Monica_55, CA
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  • Best thing since invention of BREAD!

    This box (and I have purchased all the previous boxes before (another shopping channel) is a must have for any person. With my new found knowledge from watching Suze I have impressed many people and had them purchase her box. I have given these as gifts to those close to me. What else can I say but I love this program - it is a Gift to myself and my loved ones that I ensure I and they are in the best shape they and I can be! Im not letting the government hold my money to then dole it out as they see fit. I am empowered! Thanks Suze - I know you are having a wonderful sleep at night.

    dutch14, NY
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  • So glad I found this!

    I originally bought this for me & my husband to help us get our finances in order and get our kids set incase something were to happen to us! But I talk with my parents and shared it with them because they didn't have a will or anything written and after seeing what my aunt is going through with her kids and not really knowing what her wishes are because she is not mentally stable everything is a mess and a lot of arguments! I told my parents they are going to do this because I am not going to have the same thing happen to them or me and my siblings! So thank you so very much for doing this! There is no reason why anyone can't afford to do this for there loved ones!

    minnesotamom, MN
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  • A must have.. AND you can share too!!

    You never want to think about stuff like this.. BUT.. this is such a gift from Suzi Orman & HSN. Or.. go to law school !!Best wishes

    Liznow, IL
    Was this review helpful? Yes (8) No (0) Report if inappropriate
  • Protection Portfolio: Gold Edition

    I had two already and decided to get one for my daughter. She loves it.

    temperaturetaker, NJ
    Was this review helpful? Yes (4) No (3) Report if inappropriate
  • Great Product

    Thank you Suze for this great product. I have been wanting an update for over 20 years. I have not been able to purchase a new one so my son and his wife brought this one for me. I am able to use this for my whole family and I am so grateful that there is a product that helps us make things simple for when there are major decisions that need to be made. Love ya Suze and thank you again for this product.

    Nana3482, OH
    Was this review helpful? Yes (6) No (0) Report if inappropriate
  • What a time and money saver!

    Thank you Suze for creating this product and allow me to share it with family and friends. I purchased the original Must Have Documents years ago, created the documents and now I purchased the Gold Box to have the storage and additional nuggets. This new program is SO easy, it takes you step by step with explanations of each piece. Then you go to the documents and everything's completed, all the names and selections I made put in the correct location on the correct documents, amazed at the ease of this new upgrade!

    MimiDante, CA
    Was this review helpful? Yes (3) No (0) Report if inappropriate
  • Amazing - Thank you!!

    I bought your silver box a few years back. Loved it! Tried to get by parents, who are divorced, to let me do their trust for them....No No, they had to each pay an attorney $3,000. to get the same documents because they really didn't trust what I was telling them, even though I printed out the entire book so they could each read about it. So, they paid the $3,000 and got the same darn documents that you provided in this system. I bought another because I accidentally broke one of the CDs in the first case. You are an amazing person. Thank you for your thoughtfulness.

    Rkmartinez, TX
    Was this review helpful? Yes (12) No (0) Report if inappropriate
  • Excellent Purchase

    I purchased this product and have used it with such ease. My children are using it now and it has blessed my immediate family. I have recommended it to many.

    PastorPauline, TN
    Was this review helpful? Yes (6) No (3) Report if inappropriate

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