Frequently Asked Questions

What is included in Suze Orman’s Financial Security NOW?
  1. “Must Have” Documents – an easy, online program to create your Will, Revocable Trust, Advance Directive & Durable Power of Attorney for Health Care, and Financial Power of Attorney. Plus 75 additional important documents and 93 essential web links.
  2. Insurance Selector – an easy, online program to evaluate your insurance needs and help you save money. Also includes Suze’s Home Inventory Tracker.
  3. The 8 Mistakes You Can’t Afford to Make – Four new and exclusive DVDs
  4. Grab ‘n’ Go file Box – the perfect place to store all of your vital paperwork
What equipment do I need to do the program?
You can set up and manage your online account on a smart phone, tablet, PC or Mac.
The 8 Mistakes You Can’t Afford to Make DVDs can be played on a standard DVD player or streamed through your account.
Where is my Financial Security NOW activation code?
Your Activation Code is sent to you with your physical product (DVDs & Grab ‘n’ Go Box). You will find it adhered to your Welcome Letter.
Once I’ve drafted my documents, what do I do?
Once you’ve created your documents, you should get them signed and notarized and, in the case of the Trust, take the steps to fund it with your assets. Don’t worry, Suze provides clear instructions in her online program so you can easily complete all steps.
What is the Difference between a Will and a Trust?
A Will is a legal document that directs who will receive your assets upon your death and allows you to name a guardian for your children. A Living Revocable Trust holds titled property for the benefit of the named beneficiaries and takes effect as soon as you create it. A trust passes outside of probate, saving you time and money. In addition, a Living Revocable Trust makes one able to protect their minor children through the trustee’s handling of their estate. And lastly a LRT has an incapacity clause so you can designate who is to cover for you if you were to become incapacitated. Better you than the government!
Should a Living Revocable Trust (LRT) be the primary beneficiary of my retirement account?
If you are married, your spouse should be the primary beneficiary of your retirement account, not the Living Revocable Trust. If you are single, then the LRT may be the primary beneficiary of your retirement account.
If I have a Living Revocable Trust, do I need a Will?
Yes, you still need a Will if you have a Living Revocable Trust because the Trust only covers assets with a title (home, bank account, retirement account, car, etc.). Wills can cover anything you want to assign to another upon your death. In addition, a Will allows you to name a guardian for your children.
How to I activate my Financial Security NOW account?
  1. Go to and click on “YES” to the question “Ready to Activate?” 
  2. Enter your unique Activation Code from the front of your blue Access Card found on your welcome letter inside your Grab ‘n’ Go Box.
  3. Follow the directions to set up your specific account with your email and a password.
Where is my Personal Finance Course activation code?
Your Activation Code is adhered to the outer cover of your Suze Orman Financial Solutions 11-DVD set.
How do I activate Suze Orman’s Online Personal Finance Course?
  1. Go to
  2. Follow the instructions to set up your account
  3. Enter your unique Activation Code found on the green access card adhered to your Financial Solutions 11-DVD set. (Not the code on the Blue Activation Card.)
Where can I get help with activating my digital account, creating my “Must Have” Documents and using the Insurance Selector?
Our Customer Care Representatives are available to help:
Phone: 888-510-0510
Customer Support:
Hours of Operation: 10am - 8:30pm EST, Monday to Friday
What if I have questions about my order or credit card charges?
Our Customer Care Representatives are available to help:
Phone: 800-200-2692
E-mail: [email protected]
Hours of Operation: 9am – 9pm EST, Seven Days a Week
What happens if I am not satisfied with Suze Orman’s Financial Security NOW product? 
If you are not 100% satisfied with your product, return it within 30 days of the original shipment date listed on the packing slip – and we will refund your purchase price.
Do I need to pay taxes on my order?
We are required by law to collect sales tax in states where our business is registered. Sales tax will be applied to orders shipped to Alabama, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin.
What is the cost of shipping? Standard shipping is FREE for all orders and will be processed by FedEx SmartPost. We also provide expedited shipping options during checkout for faster delivery service, which will be processed by FedEx. The costs of the upgraded shipping options are:
  • FedEx Express Saver*: $14.95
  • FedEx Next Day Shipping*: $26.50
* Where available
Can I use a pre-paid card to pay for my purchase?
We will accept pre-paid cards on most orders as long as they are paid for in full at the time of purchase. We do not accept pre-paid cards on orders that may require future payments, including purchases of the trial offers or those that require installment payments.
Can I ship my order outside of the United States?
Unfortunately we cannot process payments or ship orders to addresses outside the United States.
Is Suze Orman’s Financial Security Now Program valid in all 50 states?
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  • Takes less than 60 minutes to create your
    “Must Have” documents