IAI Business Presentation

For use by IAI Representatives only the affiliate investment advisory firm of

Who We Are Mission Helping families grow and protect their wealth through active money management. Established IAI is an AEGON company. AEGON N.V. is one of the world’s leading life insurance and pension groups, and a provider of investment products. A team of independent associates dedicated to helping families achieve financial independence.

Demographic Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],1 “Keeping the Baby Boomers Means Keeping Them Satisfied,” www.valueoptions.com , Summer 2006. 2 “Preparing for the Silver Tsunami”, www.agingresearch.org Alliance for Aging Research, Summer 2006.

A Few of the Many Obstacles to Financial Independence ,[object Object],[object Object],[object Object],[object Object],[object Object],Money Must Work Hard A Strategy

From 1998 through 2004 . . . ,[object Object],[object Object],Source: Boston College Center on Wealth & Philanthropy

From 1998 through 2004 . . . If that pace continues, at 10.8% $100,000 would double every 6.7 years , while at 3.7% it would take 19.5 years for the first double. $214,463 or $861,658? The Rule of 72 10.8% 3.7% All figures are for illustrative purposes only and do nor reflect an actual investment in any product. They do not reflect the performance risks, expenses or charges associated with any actual investment. Past performance is not an indication of future performance. The Rule of 72 is a mathematical concept that approximates the number of years it would take to double the principle at a constant rate of return. The performance of investments fluctuate over time, and as a result, the actual time it will take an investment to double in value cannot be predicted with any certainty. Additionally, there are no guarantees that any investment or savings program can outpace inflation. Please note that high risk has been historically associated with higher rates than return.

File Cabinet “A” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

File Cabinet “B” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Aren’t More People Using File Cabinet “B” ? Asset Managers . . . Manage Assets - Full Time File Cabinet “B” File Cabinet “A”

[object Object],[object Object],U.S. Household Wealth 4 The need for what we do has never been greater: 4. “St. Louis Metropolitan Area [and National Wealth Transfer] Estimates: 2001-2055,” John J. Havens and Paul G. Schervish, Center on Wealth and Philanthropy at Boston College, Nov. 2004. All dollar values are in 2003 dollars. 5. 2007 Rydex Advisory Benchmarking Research Study. Net Worth Number Percentage Negative or Zero 11,058,460 10.4% $1 to $199,999 60,884,675 57.2% $200,000 to $499,999 19,082,351 17.9% $500,000 to $999,999 8,777,203 8.2% $1,000,000 to $4,999,999 5,632,907 5.3% $5,000,000 to $9,999,999 682,707 0.60% $10,000,000,to $19,000,000 259,649 0.20% $20,000,000 or more 108,538 0.10%

A Need for What We Do 6 6. Investment News, “Advisor head count fell in 2007, Cerulli study finds.” May 12, 2008. 7. Investment News, “Industry must address adviser shortage.” May 19, 2008. 8. Investment News, “The adviser shortage solution.” May 28, 2008. 7 8

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IAI – Helping You Get Off to a Fast Start

[object Object],Asset Gatherer . . . Make Introductions & Manage Client Relationships ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Build An Asset . . . To Pay For A Liability Personal Assets $150,542 $818,128 $321,556

[object Object],Leadership Compensation The value of a business is determined by what it will produce without you! $307,356 $1,670,345 $656,511 Many people have experienced different levels of success with World Financial Group and Investment Advisors International. However, individual member experiences may vary. This statement is not intended to, nor does it represent that any current member’s individual results are representative of what all participants achieve.

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Successful business people look for trends and place themselves in front of them. The Transfer of Wealth Wave is Coming....

Investment Advisors International, Inc. (IAI) is an SEC registered investment advisor. In Ohio, Texas and Alabama, services are provided under the assumed name of IAI Advisors International, Inc. Insurance products offered through World Financial Group Insurance Agency, Inc. (WFGIA) or its subsidiaries. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. IAI, WFG and WFGIA are affiliated companies. Headquarters: 11315 Johns Creek Parkway, Duluth, GA 30097-1517 Phone: 770.453.9300 ©2009 Investment Advisors International, Inc. 2178m/1.09

the affiliate investment advisory firm of

IAI Business Presentation

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