Feel Secure About Your Future
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This document discusses using insurance as a way to secure one's financial future during turbulent times. It introduces the B.O.S.S. (Bankers Optimal System of Security) system, which uses life insurance policies to eliminate debt, build wealth, and provide a "financial bunker" through the policy's guaranteed cash value and death benefit. The system aims to help people gain control of their money by self-funding major purchases through policy dividends and loans against the cash value, rather than relying on debt financing. The document claims this approach has been used successfully for centuries and offers advantages over traditional retirement plans that are controlled by others. It invites the reader to learn more through a free informational session.
Feel Secure About Your Future
- 1. Feel Secure about YOUR Financial FutureGetting Through These Turbulent Times
- 2. 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?
- 3. Are YouStressed 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 oftaxes going up and up andup to pay off government debt?
- 4. InvestmentsAre 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?
- 5. RetirementWhat 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?
- 6. Problems and OpportunitiesStock market PositivesNegativesReal estate Positivesnegatives
- 7. Objectives of Our MeetingIntroduce you to a new way of thinking about building your nest eggHelp you get out of debt and into wealthRe -introduce you to a system that has been around for centuries but ignored by professionals
- 8. Our StrategyTeaches you how to eliminate debt and build wealthApplies the latest and most efficient banking techniques available todayShows you how to maintain control of your financial destinyB.O.S.S. shows you how the banks’ traditional rules can work for you
- 9. Introducing B.O.S.S.BankersOptimalSystem of Security
- 10. 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 cashIt’s about controlling your own moneyInsurance just happens to be the vehicle best suited for wealth creation and banking purposes
- 11. Insurance: A Financial Bunker for Scary TimesTrack record stretching back 1,400 yearsSo solid it survived the Great Depression intactEarned untaxed interest at a competitive rateUsed by both individuals and major corporations and banks as a safe harbor
- 12. Overview on Insurance UsedEmphasis is on high cash value and a living benefitHelps you create a self funding system in a short period of timeAlways creates a tax free death benefitMoney grows tax deferredOffers complete liquidity of your moneyYou receive dividends on the company’s growth based on the face value of your policy
- 13. Three Legged Money StoolFirst leg is money needed in the short term – i.e. cash in the bankSecond 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
- 14. Mutual Life Insurance Benefits*You own your own bankYour premium payment belongs to youYou can borrow back your premium paymentsMutuals offer ironclad guaranteesEven banks and corporations buy mutual policiesFrom John E, Girouard, CEO of Capital Asset Management Groupwww.johngirouard.com
- 15. Debt EliminationInterest on debt eats up 34.5% on each dollar of the average person’s incomeFinancing needs are the silent killer of many people’s hopes and dreamsDebt is the main reason that most people never get ahead
- 16. Wealth BuildingControl of your own money is importantDon’t give the control of your money to othersDownside risk is the most overlooked deterrent of wealth generationFinancing rules of larger purchases is tipped in favor of the banksLook who owns biggest buildings in larger cities
- 17. Retirement PlanningW ho controls your IRA, 401(k), SEP and pension?The money is yours, but the control isn’tYou have to take your money at a certain age or you are penalized by our governmentIf you take it too soon, you are penalizedThe government takes its taxes first
- 18. Legacy BuildingWhat will you leave to your beneficiaries?Protecting your assets must also consider what life looks like for your heirs after you dieMarket volatility should not affect generations to come
- 19. What’s NextLook at informationCall us for a free, informative, no obligation, one-on-0ne session.