1. Feel Secure about YOUR Financial Future Getting Through These Turbulent Times
2. Why Are You Here? Wondering about your financial future? Wondering if you will ever be able to retire? Wondering if there is a safe place to put your investment money? Wondering if you will be able to: Retire? Cover kids college education? Get out of debt? Take any vacations?
3. Are You Stressed out about finances? Worried about the value of your home? Worried about the security of your job? Worried about your children being self sufficient? Worried about the prospect oftaxes going up and up andup to pay off government debt?
4. Investments Are your investments panning out? Are they measuring up to what you had expected when you started? Are you going to be retire at the age you expected?
5. Retirement What kind of income do you want at retirement? Are you on target to reach that goal? Do you think tax rates will stay the same? How far do you think your dollar will go when you retire? How long do you think you money will last after you retire?
7. Objectives of Our Meeting Introduce you to a new way of thinking about building your nest egg Help you get out of debt and into wealth Re -introduce you to a system that has been around for centuries but ignored by professionals
8. Our Strategy Teaches you how to eliminate debt and build wealth Applies the latest and most efficient banking techniques available today Shows you how to maintain control of your financial destiny B.O.S.S. shows you how the banks’ traditional rules can work for you
10. What is the B.O.S.S. System? It is about banking and financing In banking there is a cost to everything you purchase – even when you pay cash It’s about controlling your own money Insurance just happens to be the vehicle best suited for wealth creation and banking purposes
11. Insurance: A Financial Bunker for Scary Times Track record stretching back 1,400 years So solid it survived the Great Depression intact Earned untaxed interest at a competitive rate Used by both individuals and major corporations and banks as a safe harbor
12. Overview on Insurance Used Emphasis is on high cash value and a living benefit Helps you create a self funding system in a short period of time Always creates a tax free death benefit Money grows tax deferred Offers complete liquidity of your money You receive dividends on the company’s growth based on the face value of your policy
13. Three Legged Money Stool First leg is money needed in the short term – i.e. cash in the bank Second leg is money invested for long term i.e. stocks, bonds, mutual funds, etc. Third leg is financial bunker one can retreat to in tough times
14. Mutual Life Insurance Benefits* You own your own bank Your premium payment belongs to you You can borrow back your premium payments Mutuals offer ironclad guarantees Even banks and corporations buy mutual policies From John E, Girouard, CEO of Capital Asset Management Group www.johngirouard.com
15. Debt Elimination Interest on debt eats up 34.5% on each dollar of the average person’s income Financing needs are the silent killer of many people’s hopes and dreams Debt is the main reason that most people never get ahead
16. Wealth Building Control of your own money is important Don’t give the control of your money to others Downside risk is the most overlooked deterrent of wealth generation Financing rules of larger purchases is tipped in favor of the banks Look who owns biggest buildings in larger cities
17. Retirement Planning W ho controls your IRA, 401(k), SEP and pension? The money is yours, but the control isn’t You have to take your money at a certain age or you are penalized by our government If you take it too soon, you are penalized The government takes its taxes first
18. Legacy Building What will you leave to your beneficiaries? Protecting your assets must also consider what life looks like for your heirs after you die Market volatility should not affect generations to come
19. What’s Next Look at information Call us for a free, informative, no obligation, one-on-0ne session.
