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RETIRING

RETIRING. WITH PACs. PROSPECTING. If I Could Show You How To Build A $40k Annual Pension With Just 8-10 Hrs Week For The Next 3-5 Years, Would You Be Interested?

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RETIRING

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  1. RETIRING WITH PACs

  2. PROSPECTING • If I Could Show You How To Build A $40k Annual Pension With Just 8-10 Hrs Week For The Next 3-5 Years, Would You Be Interested? • If You Could Augment Your Pension By $30k - $40k Per Year By Just Working Part Time For The Next 3-5 Years, Would You Be Interested In Finding Out How? • If I Could Show You How To Make $40k Year Working 8-10 Hours Week Would You Be Open To Getting More Information • If I Could Show You How To Make An Extra $3-4k Per Month In Income Working 8-10 Hours/Week, Would You Give Me 20-30 Minutes Of Your Time?

  3. INVESTMENT INCOME • 1) Initial Contributions • Opening New Accounts • Pension And Investment Transfers • 2) Subsequent Contributions • PACs • Transfers • 3) Trail Fees • Regional Leader & Above • ¼% Pay Out Of Overall Book Of Business • Grows As Book Grows

  4. DEVELOPING CLIENTS ADVISOR 40% Of Americans Have An IRA If You Had Better Investments Options/Returns? If You Offered A Real Plan? If It Didn’t Cost Them Anything Extra? Why Wouldn’t They Do Them Through You?

  5. RESIDUAL INCOME ADVISOR Develop 2 Clients/Week For 3 – 5 Years $300 - $500 mo. $150,000/Month In PAC’s = $3,875 Month Or $46,500 Annual Income

  6. PENSION

  7. P.A.C. OVERRIDES Help 30 people build a $30,000 annual residual income and you can earn over $675,000 as an R.V.P. Does not include insurance overrides, insurance bonuses, MF bonuses, $MART or PPLP income

  8. 3 – 5 YEAR PLAN • Build a Passive Residual Income • 2 clients/week – (5-10 hours) • 300 clients X $500 or 500 clients X $300 = $150,000 month PACs.

  9. $150,000 Mo. – 20 Yrs. • R.L. @ 2.12% = $2,583 mo. = $31,000 annual • R.V.P. @ 3.10% = $ 3,875 mo. =$ 46,500 annual • Over $175K in annual trail income @ $108 Million AUM

  10. AN OPPORTUNITY The Wave Of Wealth Will Generate A Movement Of $40 - $70 Trillion In North America In The Next 20 Years.

  11. AN OPPORTUNITY The Greatest Transfer Of Wealth In The History Of The World • Inheritance • Pensions • Insurance Proceeds • Equity Sell Offs

  12. THE CONDUIT Most of this money will move into the banking industry where it will sit at 1-3% providing tremendous profits for the banks and little value to the consumer.

  13. WALL OF WEALTH • If you captured $20 billion 3/100th of 1% in available capital. • Could do $100 billion with the right team. • That will generate approx $620 million in compensation. • $1 billion provides $1 - $1.5 million in residual passive transferable income

  14. PREPARE TO RECEIVE

  15. PREPARE TO RECEIVE • Get Your License Fast • Start Opening Accounts • He Who Gets The Pac Gets The Lottery Win • Get Good, Use The Resources • EPN • Roy Matlock – The Bomb • Nick Murray – Behavior Management • Fund Company Resources

  16. Nick Murray • My career both as an advisor and now as an advisor to other advisors, has been based on the realization that investment performance (a) can’t be predicted, (b) can’t be controlled, other than through the asset allocation decision stocks/bonds, and (c) doesn’t matter. The vast preponderance of an investor’s lifetime return comes not from investment performance but from investor behavior, and that, I found, was something over which I could exercise some meaningful control if I worked on it pretty much full-time. This meant that I did virtually no "portfolio management" — which was just fine, because I’d decided it was mostly a waste of energy anyway.

  17. Nick Murray • I’ve never suggested that the funds/managers I chose were going to outperform those owned by my clients’ neighbors. Instead, I’ve maintained that my clients were going to outperform their neighbors. The trick has been getting them to see that these are two entirely different things.

  18. Nick Murray • The reason we were going to get better results than virtually the entire rest of the investor population, I said, was that we were going to behave more appropriately than that same percentage of investors. Not so much by doing something exceptionally, brilliantly right, but by avoiding the Big (Behavioral) Mistake.

  19. Nick Murray • Forget markets; forget relative performance. Get your own psychology under control, and then concentrate on helping clients to behave appropriately — or just not to behave inappropriately. And you’ll have more than riches: you’ll have happiness.

  20. POSSIBILITY • Average broker $186m • Nick Murray • Roy Matlock • Morningstar

  21. CONSIDER THE MARKET Estimates are that up to $70 trillion may be available to change hands in the next 20 years as the baby boomers receive their inheritances, pensions, insurance benefits and equity sell offs. 70,000 Billion Build a financial distribution business that captures just 1 Billion and your family is truly ‘set for life’.

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