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CoolTraderPro Business Opportunity Presentation

CoolTraderPro Business Opportunity Presentation. OUR MISSION……………. “To restore c onfidence to middle- c lass i nvestors b y l everaging t echnology & innovation .”. Protect, p reserve and g row y our w ealth . LEGAL DISCLAIMER.

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CoolTraderPro Business Opportunity Presentation

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  1. CoolTraderProBusiness Opportunity Presentation

  2. OUR MISSION…………….. “To restore confidence to middle-class investors by leveraging technology & innovation.” Protect, preserve andgrow your wealth.

  3. LEGALDISCLAIMER • CoolTraderPro LLC, (“CTP”) its Independent Associates, agents and employees do not provide financial or tax advice. This information is for demonstration purposes only. CTP and CoolTrade, Inc. do not recommend specific trading strategies or make buy, sell, or hold recommendations. • Pre-loaded strategies are intended for running CoolTradeTM in simulation mode for educational purposes. Unique experiences and past performances do not guarantee future results. You should speak with your CPA or independent financial advisor to ensure that CoolTradeTM and any strategy you use are suitable for your investment profile before you trade in a live brokerage account. • Income projections in this presentation are only for illustration and are not warrantees by CTP, its Independent Associates or the presenter in regard to how much you might earn as user of CoolTradeTMor as an Independent Associate. You determine your earnings by your skill level, ability and efforts. Not all Independent Associates make a profit and no one can be guaranteed success. CTP reserves the right to change the compensation plan at anytime. • The expressed views, opinions and concepts of the presenters are just that, opinions. Interested parties should conduct their own due diligence prior using CoolTradeTM or engaging as an Independent Associate.

  4. What’s YOURNumber? What would it take for you to retire and live your current lifestyle? Let’s say you need $5,000 per month. Feb. 11, 2013 • “For every $1,000 of monthly income you want over a 30-year retirement, you need $269,000 in the bank.” • $5,000/month = $1.35 million saved Saving $1 million means saving $20K/year over the next 30 years.

  5. Why is it so HARD to GROW what you save? • Savings Accounts - earn maybe 1% yr. • CD’s, Treasuries & Bonds - 1% to 3% yr. • Mutual Funds – 70% lost money in 2011. • Real estate. Do you trust it? It’s hard to save, and even more frustrating to grow your savings…

  6. Reality Check The facts according to Forbes: “The Greatest Retirement Crisis In American History” March 2013 $2 Million $1.35 MM Goal $1 Million The average 401(k) balance for 65 year olds estimated at $25,000 by independent experts -Forbes, March 2013 How do we bend this curve? $0.5 Million $$ 85 Age 25 65 50 75 Work Retirement School

  7. Is There a Solution? What if there’s a way to help you reach your number? CoolTradeTM is designed to accelerate your financial growth curve. $2 Million $1.35MM Goal $1 Million CoolTradeTM can help. The average 401(k) balance for 65 year olds estimated at $25,000 by independent experts -Forbes, March 2013 $0.5 Million $$ 85 X Age 25 65 50 75 Work Retirement School

  8. Meet the inventor of CoolTradeTM • Programmed at Microsoft from 1987 to 1995. • Retired wealthy, invested his money in the stock market. • Lost millions when the tech bubble burst in 2000, • SO HIS MISSION BEGAN. • After 5 years of development and 5 million lines of software code, • CoolTradeTM was born. Ed Barsano Inventor / Creator / Founder CoolTradeTM is already making the difference for thousands of people.

  9. Why is CoolTradeTMso important now? Because investing has changed. We live in an ever faster boom & bust economy. Boom & bust cycles over the past 15 years • The tech bubble, the housing crisis, the fiscal crisis, and the financial crisis have crushed middle class investors. • Are you any closer to a financially stable retirement than you were 5 years ago? • Do you know how technology has affected the stock market? • It’s no longer about holding investments for the long term. Now it’s about taking profits every day…like a pro.

  10. The major financial institutions have shifted to high frequency computers. (Except for mutual funds.) According to Morgan Stanley 84% of all stock trades are by high-frequency computers… • Did you know the average trading volume is now over 6 billion shares every day? • Did you know up to 84% of this volume is done by high frequency computers? • In today's computer driven market the average stock is held for just 22 seconds! Automated traders take unfair advantage of buy and hold investors. Posted April 26, 2012 Institutions take billions in profit by constantly trading millions of shares moving only by pennies. The game has changed. So shouldn’t you?

  11. MUTUAL FUNDS? 90 million Americans are invested in mutual funds….a buy & hold (hope) strategy. • Total US assets in mutual funds in 2012 was $11.6 trillion dollars. • The Dow Jones total 5 year return from March 28, 2008 – March 28, 2013 was 13.72%, or an average of only 2.74% annually. • Manymutual fund managers can’t sell when the market falls because offorced redemption rules. They’re stuck! • Yet mutual funds still rake in billions in fees whether the market is up or down. Are you stuck in a “buy, hold and hope” mutual fund? Financial Institutions

  12. Experts? Should you entrust your money to the “experts”? • Can we really trust the talking heads on TV? • Does anyone really know what the stock market is going to do? • Or which stocks will go up and which will go down? • Does anyone know what world events may impact the stock market tomorrow? Stock Market 2013 It’s really hard to have peace of mind investing your money! 12

  13. Here’s how CoolTradeTMWorks CoolTradeTM continues to buy & sell, completely unattended! This is a hypothetical example of just 1 stock.. CoolTradeTM can monitor over 8000 stocks daily! In this example CoolTradeTMis trading 100 share lots. The stock trends up, peaks, and starts to pull back CoolTradeTM sells at a profit. The stock trends up, peaks, and starts to pull back.CoolTradeTM sells at a profit. $$$ Profits. Stock sold for $22. You made $4.00/ share X 100 shares = $400 profit. Start here. CoolTradeTM buys 100 shares of XYZ Stock at $19/share. $$$ Profits. Stock sold for $20. You made $1.00/ share X 100 shares = $100 profit. CoolTradeTM continually monitors your stocks. Continued monitoring. Stock hits the low and starts to trend up. CoolTradeTM buys 100 shares at $18 a share. 22 20 19 18 17 December January February Let’s look at a CoolTradeTM report… • Disclaimer: For demonstration purposes only. CoolTraderPro LLC and, CoolTrade, Inc. do not make strategy or buy, sell, or hold recommendations. Unique experiences and past performance do not guarantee future results.not guarantee future results. .

  14. John Smith $2 & Under Strategy $10,000 Invested TD Ameritrade February profit 15% This presentation has been created by independent associates of CoolTraderPro.

  15. So what do WE know? We know the stock market will go UP, and we know the stock market will go DOWN. CoolTradeTM can be easily set to take whatever profits the stock market will give you every day, no matter which way stocks move. Profits are better than predictions.

  16. LET’S COMPARE STRATEGIES. CoolTradeTM Buy & Hold

  17. CoolTradeTMvs.Buy & Hold Microsoft • Compare actively trading 100 shares VS Buy and Hold Example strategy for simulating over a 3 year period. On May 3rd, 2010 Microsoft stock price was $30.86. On August 12th, 2013 Microsoft stock price was $32.87. Click for results Disclaimer: For demonstration purposes only. CoolTraderPro LLC and, CoolTrade, Inc. do not make strategy or buy, sell, or hold recommendations. Unique experiences and past performance do not guarantee future results.

  18. CoolTradeTMvs.Buy & HoldJP Morgan Compare actively trading 100 shares VS Buy and Hold Example strategy for simulatingover a 3 year period. On May 3rd, 2010 JP Morgan stock price $43.53. On August 12th, 2013 JP Morgan stock price $53.09. Click for results Disclaimer: For demonstration purposes only. CoolTraderPro LLC and, CoolTrade, Inc. do not make strategy or buy, sell, or hold recommendations. Unique experiences and past performance do not guarantee future results.

  19. CoolTradeTMvs.Buy & HoldHalliburton • Compare actively trading 100 shares VS Buy and Hold Example strategy for simulating over a 3 year period. On May 3rd , 2010 Halliburton stock price $31.39 On August 12th, 2013 Halliburton stock price $46.02 Click for results Disclaimer: For demonstration purposes only. CoolTraderPro LLC and CoolTrade, Inc. do not make strategy or buy, sell, or hold recommendations. Unique experiences and past performance do not guarantee future results.

  20. CoolTradeTMharnesses the power of robotic trading software to continually look for profits and execute trades. • Monitors up to 8,000 stocks simultaneously. • Executes your trades fully unattended. • Easy to set up to harvest and protect your profits. Was the stock market up or down today? It doesn’t matter because CoolTradeTM can help you make money either way. The Future Is Here!

  21. CoolTradeTM connects from your computer. • You own the license. We give you access to the software. • It’s private: no one touches your brokerage account. • No minimum amount to start. Add money any time. • Simple 1-2-3 set-up. • Run in simulation mode to learn and test strategies before you trade live. • Simply open an account with one of our trading partners below. • You get tutorials, training and tech support. Runs unattended. All you need is an Internet connection. Our Trading Partners: Works with IRA’s and 401(k)s to grow your savings. Can be purchased with funds from retirement plans.* * Consult your professional advisor.

  22. Many experts said affordable robotic trading could NOT be done. So you can enjoy life. The experts were wrong. • CoolTradeTM is a form of artificial intelligence. • Recognized by industry insiders as the only “fully automated • system available to the general public.” (No programming) • Identifies the stocks to buy – opens and closes positions automatically, even if unattended. • Turns itself on in the morning. • Trades all day unattended. • Shuts itself off after market hours. • Runs in “Stealth Mode.” Easy point and click rule selection. No programming skills needed. Ed

  23. Simple to Get Started… 1 Subscribe and download the free portal software to access the server. CoolTraderPro will send you a welcome email with download and setup instructions. If you need help you can send an email to support@cooltraderpro.com and a tech will assist you. So simple almost anyone can do it.

  24. Select a strategy to simulate. 2 Choose from many successful, proven strategies or customize your own. Simulate from dozens of moneymaking strategies developed and tested by clients over 7 years, or create your own.   Let the power of computer software constantly take profits for you.

  25. Walk away. 3 After a simple learning curve… CoolTradeTM works best if you just set it and leave it alone. • After you simulate to learn, you’ll be ready for live trading.

  26. STRATEGYWIZARD These are the most popular strategy templates for simulating shared on the community board. Dozens more are available free, or you can create your own. Modify as you please, or create your own strategy. 26

  27. Just point & click!

  28. Just point, set your preferencesand click!

  29. 29

  30. Your trading screen monitors every price move & trade.

  31. You are NOT alone. Wetrain you. • TECH SUPPORT • You receive a welcome email from CoolTradeTM when you subscribe with step-by-step download and setup instructions. • If you need assistance you can email support@cooltraderpro.com 31

  32. There are SELF-HELP Resources Too • CoolTradeTMUniversity is free. Detailed videos there guide you – visit www.CoolTraderPro.com. • The portal software contains a full color 55 page easy-to-read manual for reference or download. • CoolTradeTMhas built-in tutorials too. 32

  33. To learn, you can simulate trades in real time. • First, trade in simulation mode to learn and test strategies without any money at risk. • Then start trading live through your own brokerage account anytime. • Switch between live trading and simulation mode to test new strategies anytime. 33

  34. Isn’t It time to get with the program? Subscribe to CoolTradeTMtoday! Only $3500 for license and access! Plus you receive all upgrades, tech support, access to the CoolTradeTM community, online and in person training. Congratulations for joining the robotic trading revolution!

  35. Remember this graph? Is it possible to bend this curve even faster and get to retirement sooner? 2 Million 1 Million The average 401(k) balance for 65 year olds estimated at $25,000 by independent experts -Forbes, March 2013 .5 Million X $$ 85 Age 25 65 50 75 Work Retirement School 35

  36. The Answer is YES You can bend this curve faster by taking advantage of the CoolTraderPro referral reward program. It’s free to participate. 2 Million 1 Million The average 401(k) balance for 65 year olds estimated at $25,000 by independent experts -Forbes, March 2013 .5 Million X $$ 85 Age 25 65 50 75 Work Retirement School 36

  37. PART 2 The CoolTraderPro Referral Reward Program. RTv3.4.8.13 37

  38. How would you like to get back ALL ofyour CoolTradeTM subscription cost? Be a CoolTraderPro Independent Associate. It’s free. When you’re ready to share the story you can earn referral commissions by enrolling other customers through your own CoolTraderPro associate website. www.CoolTraderPro.com/YourUsername (retail) www.CoolTraderPro.net/YourUsername (associate option) 38

  39. How MUCH do you get? A $500 referral commission for each of your first three* referred customers. $1000 referral commissions after the first three, increasing more as your volume grows. The commission amounts increase as you accumulate subscribers. If your customers refer others, you can make commission overrides on their referrals. ….But it gets even better!! *There is a special rank promotion benefit for CoolTradeTM subscribers. 39

  40. Not everyonelikes to ”SELL.” Right? But everyone loves to share a good idea. If you like CoolTradeTM we’re happy to reward you for sharing the information about it. We provide the information tools. You just make the introductions. How simple is that? 40

  41. Tools youcan use to SHARE our story • www.FinancialUTurn.com(19 minute video) • www.CoolTradeUniversity.com(on your website) • www.CTPuniversity.com(Associate Training) • www.CTPpresentation.com(recorded webinar) • Live market hours webinars 4 days a week • Assistance from other associates who have a financial interest in your success • Live group presentations like this • Three-way teleconferences • Your own two CoolTraderPro websites 41

  42. Anybody can make introductions and referrals.But if you’re inclined to sell, orto build a sales team.Wow! What a great deal we have for you! 42

  43. Are you a valuable “link” or a vital salesperson? We need both. You make money either way. • In our referral marketing program you become an “independent associate,” where you can serve as a “link” or a “salesperson.” You can change from one to the other anytime. • “Links” are associates who introduce prospective customers or salespeople. They let others do the selling. • “Salespeople” are associates dedicated to direct selling. 43

  44. PART 3 The Career Opportunity in Direct Sales. • You can do it Full Time, or • You can do it Part Time,or • You can do it in your Spare Time. 44

  45. Our “CoolPay” Compensation Plan is one of the most generous in direct sales. “Around the world, millions of families use earnings from direct selling to make their monthly car or mortgage payments, take family vacations, send their children to private schools or purchase a few luxuries. For these individuals, the money earned each month, regardless of the amount, makes a big difference.” - The Wall Street Journal 45

  46. The more you and/or your team sell, the higher your commissions get. HUGE COMMISSION $1500 PRESIDENTIAL DIRECTOR $1450 Vice Presidential Director $1400 Executive Director $1300 National Director $1200 Sr. Director $1100 Director $1000 Sr. Associate $500 Associate *See compensation plan for details. As you build a sales team under you, you will earn the difference between your pay rank and theirs. 46

  47. Our sales model imitates those of some other great American companies. In life insurance: Primerica (license required) In real estate: Keller-Williams(license required) In employee benefits: Legal Shield (formerly PrePaid Legal) 47

  48. If you BUILD a TEAM You can EARN even more • Override bonuses - Up to $500/sale • Training bonuses - Up to $250/sale • Other special bonuses too CoolTraderPro paid out over $3,000,000 in commissions in its first six months! 48

  49. We Pay You Special “Coded Bonuses” for Helping Your Team Make Sales & Grow. REFERRAL COMMISSION CODED BONUS $1500 $250 PRESIDENTIAL DIRECTOR $1450 $225 Vice Presidential Director $1400 $200 Executive Director $1300 $175 National Director $1200 $150 Sr. Director $125 $1100 Director $1000 $100 Sr. Associate $500 Associate *See Compensation Plan for details. As a professional you can earn coded bonuses for helping team associates many links away from you. This encourages leaders to help people they might never otherwise meet. Degrees of separation are less important. 49

  50. Start Today: License: $3500 Includes 12 months free subscription. ($125/month after month 12) Enrollment FREE Your Personal Replicated Business Website $19.95/month Enrollment is free! Talk to the person who invited you and get started now. Welcome to the CoolTraderPro team!

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