Protection Portfolio 1.0

Protection Portfolio is a financial planning tool offered by Suze Orman Media, Inc. It helps individuals identify and manage various areas of financial protection, such as insurance, estate planning, and emergency funds.

Protection Portfolio guides users through a series of questions about their financial situation, goals, and personal circumstances. Based on the responses, it provides personalized recommendations on insurance coverage, wills, trusts, and other protective measures.

Yes, Protection Portfolio is designed to be used by individuals from various financial backgrounds and at different life stages. It can help those who are just starting to build their financial foundation as well as those who want to reassess and optimize their existing protection strategies.

Yes, the recommendations offered by Protection Portfolio are tailored to the user's specific situation. By considering factors like age, income, family size, and goals, it provides customized suggestions to enhance financial protection.

Absolutely. Protection Portfolio takes into account various forms of insurance coverage such as life insurance, health insurance, disability insurance, long-term care insurance, and more. It helps users determine the appropriate levels of coverage for their needs.

Yes, once you create an account and complete the assessment, your custom recommendations are securely stored online. You can access them anytime through the Suze Orman Media website using your login credentials.

Yes, Protection Portfolio addresses estate planning by considering factors like wills, trusts, and power of attorney. It provides guidance on creating and updating these important legal documents to protect your assets and ensure your wishes are followed.

While Protection Portfolio can provide valuable insights and recommendations, it is not a replacement for professional financial advice. It is always recommended to consult with a qualified financial advisor or attorney to address specific circumstances.

The cost of using Protection Portfolio may vary. Suze Orman Media, Inc. offers different pricing options, which can be found on their official website. Some versions may be included as part of Suze Orman's financial education programs.

Currently, Protection Portfolio is primarily designed for users within the United States. The recommendations and considerations provided are based on U.S. financial regulations and practices. International availability may vary.