✓ Plan selected: Master Your Retirement — $15/mo

CHECKOUT

Billing address & payment method

We'll send your course access here.

The Beneficiary Liquidity Plan

$97 one-time

Built for retirees, by specialists

Traditional estate plans skip the one thing that matters most: fast access to funds. Phil Graham walks you through building a plan that gets money to your family immediately.

  • Learn the one question traditional estate planning almost always skips

  • See exactly where wills and trusts create delays your family can't afford

  • Build a guided plan so beneficiaries have real, immediate access to funds — not months of waiting

  • Instructor-led lessons from Phil Graham, structured step-by-step start to finish

👥 Join other retirees already building their plan with TRI

Order Details

The Beneficiary Liquidity Plan

$97.00 (one-time)

Due Today

$97.00

100% Satisfaction Guarantee

If you aren't happy with your purchase, email [email protected] within 30 days of your purchase date and we'll issue a full refund.

CUSTOMER RATING AND REVIEWS

Truly inspiring... this book will prepare any woman to believe that a great retirement is within her grasp.

Sarah Jenkins, Retired Teacher

This course is anything but conventional, and I couldn't put it down. These personal stories shed light.

Ann Anderson, Retired

Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.