LEAP--Seminar Presentation--MM approved
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Transcript of LEAP--Seminar Presentation--MM approved
GAMEBOARD
CRN201601-179109
The Solution | a Game Board.Have you ever played a board game without the board?
Protection
Savings
Growth
P1
Vehicle Insurance
P2
Property Insurance
P3
Liability Insurance P4
Disability Insurance
P5
Medical Insurance
P6
Government Plans P7
Wills & Documents
P8
Trusts & Owner
P9
Life Insurance
S1
WCA & Checking
S2
Savings
S3
Credit Union S4
Savings Bonds
S5
Certificates
S6
Money Market S7
Tax- Deferred
S8
Tax Free
S9
Tax Deductible
G1
Government Bonds
G2
Corporate Bonds
G3
Municipal Bonds G4
Preferred Stock
G5
Bluechip Stock
G6
Growth Securities
The Leap Model™
The Leap ModelThe Leap Model™™
P
S
G
CASH FLOW
DEBT MANAGEMENT
Organized.
Scientific.
Coordinated.
Integrated.
Optimized.
Rules based.
Benefits of a financial “Game Board”Benefits of a financial “Game Board”
The PROTECTION ComponentThe PROTECTION Component
AssetsAssets
Assets & Income
Assets, Income & Life
P1
Vehicle Insurance
P2
Property Insurance
P3
Liability Insurance
P4
Disability Insurance
P5
Medical Insurance
P6
Government Plans
P7
Wills & Documents
P8
Trusts & Ownership
P9
Life Insurance
The SAVINGS ComponentThe SAVINGS Component
Safety
Safety & Yield
Safety, Yield & Tax
The GROWTH ComponentThe GROWTH Component
Income
Income & Growth
Income, Growth & Tax
The DEBT ComponentThe DEBT Component
LOAN TYPE PAYMENT RATE BALANCE MO. LEFT
MORTGAGE $________ _____% $________ ____/mo.
Shows cash flows required to retire debt
Summarizes the information
Payments shown are annualized
Macro Cash FlowMacro Cash FlowIdentifies & illustrates now and into the future:IncomeLiving ExpensesContributionsPremiumsPaymentsWithdrawalsTaxesLife EventsEtc.
MOATMOAT
CASTLECASTLE
Protection
Savings
Growth
P1
Vehicle Insurance
P2
Property Insurance
P3
Liability Insurance
P4
Disability Insurance
P5
Medical Insurance
P6
Government Plans
P7
Wills & Documents
P8
Trusts & Ownership
P9
Life Insurance
S1
WCA & Checking
S2
Savings
S3
Credit Union
S4
Savings Bonds
S5
Certificates
S6
Money Market
S7
Tax- Deferred
S8
Tax Free
S9
Tax Deductible
G1
Government Bonds
G2
Corporate Bonds
G3
Municipal Bonds
G4
Preferred Stock
G5
Bluechip Stock
G6
Growth Securities
G7
Collectibles
G8
Real Estate
G9
Business / Shelters
Everyone benefits from using the Leap ModelEveryone benefits from using the Leap Model™™
RULEBOOK
The Leap Model™ empowers clear decision making
The RulebookProtection
Savings
Growth
P1
Vehicle Insurance
P2
Property Insurance
P3
Liability Insurance
P4
Disability Insurance
P5
Medical Insurance
P6
Government Plans
P7
Wills & Documents
P8
Trusts & Owner
P9
Life Insurance
S1
WCA & Checking
S2
Savings
S3
Credit Union
S4
Savings Bonds
S5
Certificates
S6
Money Market
S7
Tax- Deferred
S8
Tax Free
S9
Tax Deductible
G1
Government Bonds
G2
Corporate Bonds
G3
Municipal Bonds
G6
Growth Securities
The Leap Model™
Rulebook Rulebook || Your personal financial success pathYour personal financial success path
BENEFITS EVERYONE WOULD WANT1)Grow your wealth efficiently without undue risk2)Position you for enjoyment of your wealth in retirement3)Provide access to wealth before retirement
4)Put assurances in place so that if the bad things could come your way in life, at least in a financial sense, you’ll likely be OK
Provides financial coordination through
the Leap Model™
The Macro ManagerProtection
Savings
Growth
P1
Vehicle Insurance
P2
Property Insurance
P3
Liability Insurance
P4
Disability Insurance
P5
Medical Insurance
P6
Government Plans
P7
Wills & Documents
P8
Trusts & Owner
P9
Life Insurance
S1
WCA & Checking
S2
Savings
S3
Credit Union
S4
Savings Bonds
S5
Certificates
S6
Money Market
S7
Tax- Deferred
S8
Tax Free
S9
Tax Deductible
G1
Government Bonds
G2
Corporate Bonds
G3
Municipal Bonds
G6
Growth Securities
The Leap Model™
The Macro Manager | Works with you and the Leap Model™ to get the best results from your micro managers.
Real Estate AgentReal Estate Agent
Banker Banker
Life & Health AgentLife & Health Agent
Legal AdvisorLegal AdvisorMoney ManagerMoney Manager
P&C AgentP&C Agent
Business PartnerBusiness Partner
Tax AdvisorTax Advisor
YOUYOU Macro Macro ManagerManager
Discover
Identify
Visualize
Implement
Achieve
Strategic Process
Organize
Start Protect. Grow. Enjoy.
Action
The Leap Model™
InternalDesign™
Money Strategies
The Leap Strategic Process™
Our RelationshipWe have determined that the following is best for our practice
Yes No Details
Fees ☐ ☐ _____________________________________________________________
Commissions ☐ ☐ _____________________________________________________________
Service ☐ ☐ _____________________________________________________________
Reviews ☐ ☐ _____________________________________________________________
Introductions ☐ ☐ _____________________________________________________________
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Thank You for Joining Us Today
Carlos HernandezLINQ Financial Group2100 Ponce de Leon Blvd 6th FloorCoral Gables, Fl. 33134O: 305-648-2445 Ext. 414C: 305-796-1972F: 305-648-2469E: [email protected] insurance license is: E093110
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