Discovery Calendar

Schedule your discovery

interview here!

We utilize the Discovery Calendar to schedule new prospects for a 45 minute financial interview.

The objectives of the interview are to discover:

1) Your current financial position (cash-flow, net-worth and exposure-to-risk) Point A, and

2) Your desired financial position (standard-of-living) Point B, at retirement.

So, that we can determine whether or not we'll be able to create a plan to bridge the gap--between where you are--and where you envision being.

All The Best!

The DONUMVITA Team

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Timezone

Available Starting times for Thu, Dec 12, 2024

Testimonials were given by clients of Donumvita Agency, Donumvita Brokerage, Donumvita Consultancy, and Donumvita Digital, collectively DONUMVITA. There is no guarantee that clients will have similar results and (or) success.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our terms of use and privacy policy. Donumvita Consultancy relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any product and (or) service. Additionally, Donumvita Consultancy does not provide tax advice and clients are encouraged to consult with their personal tax advisors.

The Stewardship Paradigm®, The Private Reserve System®, The POLI Contract®, and The Financial Stewardship Program® are Registered TRADEMARKS wholly owned by Donumvita Corporation ["DONUMVITA"].

All copyrightable text and graphics, the selection, arrangement, and presentation of all materials (including information in the public domain), and the overall design of this web page are Donumvita Corporation (dba DONUMVITA) hereinafter referred to as DONUMVITA. Permission is granted to download and print materials from this website for the purpose of viewing, reading, and retaining for reference. Any other copying, distribution, retransmission, or modification of information or materials on this site, whether in electronic or hard copy form, without the express prior written permission of DONUMVITA, is strictly prohibited.

All digital applications, marketing strategies and software are provided by Donumvita Digital LLC ("DV Digital").

The Financial Stewardship Program® is a comprehensive course/program that is offered by Donumvita Corporation (“DONUMVITA”). The Stewardship Paradigm® is a methodology for finance management that is taught by Donumvita Corporation ("DONUMVITA"). DONUMVITA is a financial education company that teaches Do-It-Yourself [DIY] financial principles/strategies to foster economic independence and wealth in America.

The Private Reserve System® is a money/wealth management method offered by Donumvita Consultancy LLC (“Donumvita Consultancy”), Donumvita Consultancy offers Done-For-You [DFY] financial budgeting. A service that creates plans to close our clients' wealth gap-between where they are-and where they envision being. All service fees are paid directly to Donumvita Consultancy.

The POLI Contract® is a wealth creation asset that is offered by Donumvita Brokerage LLC (“Donumvita Brokerage”). Donumvita Brokerage is a non-captive brokerage (working in the best interest of its' clients) and is not an agency of any life insurance carrier. Premiums are paid directly to the Insurance carrier and Donumvita Brokerage and its' brokers earn commissions from the insurance carriers for structuring/writing the contracts.

The tax-free cash value accumulation, distribution, and transfer strategies are in compliance with the Internal Revenue Code (IRC) 7702A & 7702B (Life Insurance Contract Defined). The tax-advantages are completely dependent upon how the contracts are funded and managed by the owner’s of the contracts that are brokered by Donumvita Brokerage.

All strategies involve risk, including the possible loss of principal, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our full disclosure for important details.

Donumvita Agency, Donumvita Brokerage, Donumvita Consultancy, and DV Digital are wholly owned subsidiaries of Donumvita Corporation [“DONUMVITA”].

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