WHAT PART OF QUIET DIDN'T YOU UNDERSTAND??. EVERYONE NEEDS TO FEEL SECURE....
Feel Secure About Your Future
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Transcript of Feel Secure About Your Future
FEEL SECURE ABOUT YOUR FINANCIAL FUTURE
Getting Through These Turbulent Times
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?
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 of taxes
going up and up and up to pay off government debt?
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?
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?
Problems and Opportunities Stock market
Positives Negatives
Real estate Positives negatives
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
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
Introducing B.O.S.S.
Bankers Optimal System of Security
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
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
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
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
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
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
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
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
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
What’s Next
Look at information Call us for a free, informative, no
obligation, one-on-0ne session.