LEAP--Seminar Presentation--MM approved

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GAME BOARD CRN201601-179109

Transcript of LEAP--Seminar Presentation--MM approved

Page 1: LEAP--Seminar Presentation--MM approved

GAMEBOARD

CRN201601-179109

Page 2: LEAP--Seminar Presentation--MM approved

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™

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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”

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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

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The SAVINGS ComponentThe SAVINGS Component

Safety

Safety & Yield

Safety, Yield & Tax

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The GROWTH ComponentThe GROWTH Component

Income

Income & Growth

Income, Growth & Tax

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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

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Macro Cash FlowMacro Cash FlowIdentifies & illustrates now and into the future:IncomeLiving ExpensesContributionsPremiumsPaymentsWithdrawalsTaxesLife EventsEtc.

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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

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Everyone benefits from using the Leap ModelEveryone benefits from using the Leap Model™™

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RULEBOOK

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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™

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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

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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™

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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

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Discover

Identify

Visualize

Implement

Achieve

Strategic Process

Organize

Start Protect. Grow. Enjoy.

Action

The Leap Model™

InternalDesign™

Money Strategies

The Leap Strategic Process™

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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

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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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