Sound Bites for PEAKING Interest and Curiosity Most People: 1) Don’t save. They Live from Paycheck to Paycheck 2) Don’t pay themselves first 3) Pay Too much Interest 4) Pay Too Much in Taxes 5) Earn low rates of return 6) Don’t understand how money really works

1. How to Peak Interest & Curiosity
Sound Bites for PEAKING interest
and curiosity

2. WELCOME
Your Host:
Bryan Daly
A 20 year veteran and experienced leader
In financial services

3. Get Your Notebook
The greatest book you will ever read are the
notes you take from meetings like this.
“What Flows through you Sticks To You”

4. Applied Knowledge
When You Know
&
You Know that You Know
Confidence Replaces Fear

5. Fishermen and Fisher of Men
• Peak Interest
• Withdraw
• Just the Right Amount Tension

6. Understanding Human Nature
• People are Skeptical
• People are quick to jump to conclusions
• People procrastinate
• People don’t think they can sell
• People don’t like or trust salespeople
• People dream of greatness and/or great wealth
• People are curious- Peak their Interest
• People want to be their own boss & own a successful
business
• They doubt they ever will
• People have MLM phobia

7. Fishermen and Fisher of Men
 People do like to save money
 People do like to learn new things
 People do like to own their own destiny
 People do want better life styles

8. Words create pictures in people’s
minds
Work on your Verbal Technology
Become a Wordsmith

9. How we Communicate

10. Two purposes in all meetings
1)Make a new friend
2) Set follow up

11. Perfect Practice Makes Perfect
MUST: Practice, Drill, and Rehearse
Practice, Practice, Practice
2,000-3,000 kicks

12. Perfect Practice Makes Perfect
Amateurs practice until they get it right.
Professionals practice until
they can’t get it wrong.

13. People are living longer today than
ever before
You Really Have 3 Options
1) Work Longer and/or Live in Poverty
2) Die Sooner
3) Start planning today

14. Leading with products/concepts
Have you heard about
the smarter,
more complete
alternative to
IRA and 401K?

15. I help people keep more of what they
make
• Did you know the IRS code is 93,000 pages
long….
• I am sure you have read the tax code…. right?
• You know there are two types of people when
it comes to taxes:
• The informed and the uninformed.
• Guess which pays more in taxes?

16. IRS Code section 7702
• Have you seen a sec 7702 program?
• You have heard of IRS code sec 4-0-1-k-
401k?....Right?
• 7702 is tax free, liquid, get the upside of the
market with no downside risk plus more
benefits

17. Leading with products/concepts
• Would you like to learn how to legally never
pay tax on a portion of your income?
• I show people how to legally never pay taxes
on a portion of their income.

18. Leading with products/concepts
Do you own Life Insurance?
• Do you have to Die to Use?
• Do you have the Old Kind vs. New Kind
The new kind you don’t have to die to use.
It pays in the event of chronic critical illnness and
cancer, heart attack, stroke. You get back all of your
premiumns plus interest tax free.
You can use it to shelter a portion of your income and
legally never pay taxes.

19. Leading with products/concepts
Have you heard about a program
with guaranteed income for life and a
guaranteed 7% rate of return
I provide programs that guarantee
income for life and a guaranteed 7%
rate of return

20. Leading with products/concepts
• I show people how to find money they did not
know that had
“I don’t have any extra money.”
• “Please don’t confuse the problem for the
solution.
• I have the solution and the problem is you
don’t have any extra money.
• Wouldn’t you agree?”

21. “I don’t have any extra money.”
How much of our savings plan would you like if it
was free?
• If I offered you a retirement fund for free how
much would you like?
• It’s not free but if it did not cost you anything
extra each month….that’s about as close to free
as you can get…right?