2. Index Change your dreams into reality
Ÿ Who is ABD World Group?
Ÿ What are our services?
a) Financial Planning b) Wealth Management & Key Man Protection c) Tax Planning, Private Banking, Insurance
Ÿ What are our products?
a) Monthly Savings Plans b) Single Deposit Plans (under $250,000USD) c) Single Deposit Plans (over $250,000USD)
Ÿ Who do we have strategic alliances with?
Ÿ What do you win?
Ÿ What paperwork do you need to get started?
a) Individual Application b) Joint Application c) Business & Corporate Applications
3. ABD World Group? Change your dreams into reality
Ÿ ABD World Group is one of the best Independent Financial
Wealth Management Groups with offices and affiliates located
in 150 cities around the world.
Ÿ ABD World Group has over 1 billion USD dollars in assets
under administartion.
Ÿ Founded in 2000, has grown to be one of the most recognised
for service, product knowledge and gains.
Ÿ ABD World Group will have over 250 advisors and over 100
affiliates working around the world by 2012.
Ÿ With over 40,000 clients worldwide makes us one of the
largest in the world. ABD is world recognized
Ÿ With clients in Fortune 500 Companies, Governments & Ÿ Online business
Ÿ Largest Product Range
Individuals. Ÿ Top World Alliances
Ÿ Wealth Creation
Ÿ We donate 10% of our commissions & earnings to non-profit Ÿ Top Service
organizations around the world. Ÿ Compliance & Regulation
4. What are our services Change your dreams into reality
Financial Planning Wealth Management Protection Insurance
Ÿ Getting to know You Ÿ Having found the unique Ÿ Key Man Or Woman Ÿ Starting To Save Money is
Ÿ Understanding Your strategy for you Protection Great, But You Need To
Unique Financial Situation Ÿ 1 to 1 Personalized Ÿ Individual Wealth Know It Will Be Insured For
Ÿ A Complete Income to Debt Reviews every 6 months or Protection Death
Ratio & Analysis as needed Ÿ Corporate Protection Ÿ Beneficiary Insurnace
Ÿ Risk Analysis Ÿ Monthly Statements Ÿ 101% Investment
Ÿ Plan Design To Your Needs Ÿ Looking ahead to gain the Ÿ Being a Key Man or Woman Ÿ Key Man & Woman
Ÿ Present Findings & best products available for means you are the most Insurance for Death
Solutions in a “Strategy the best market returns important figure to the Ÿ Accident leaving you un-
Session” Ÿ Making sure the products Company able to work
are only the best in the Ÿ You need coverage from
market Disability To Death
Ÿ Presentation Of Ÿ A Wealth Management Ÿ As an Individual you need Ÿ Ransom Insurance
Recommendations Department dedicated to to know your current & Ÿ War Insurance
Ÿ Help with all Institutional support your Advisor & Future money is protected Ÿ Kidnapping Insurance
Paperwork & Full Process you Ÿ As a Corporation it is Ÿ Life Assurance
Ÿ Ensure Client Satisfaction Ÿ Specialized in market imperitive to have Ÿ Life Insurance
returns with protection corporate protection Ÿ Health & Travel Insurance
5. How do we work? Change your dreams into reality
6. Our Services Change your dreams into reality
I
investment services banking services
Professional Portfolio Management Private Banking
Monthly Savings Plans Offshore Banking
Asset Allocation & Debt Analysis Corporate & Individual Loans
Mortgage Loans for Expats
Short to Long-term Investments
Combined Investment & Insurance you Investments
Credit Cards
Corporate Registration
insurance & trusts wealth planning
Trust & Fiduciary Services Financial Planning
Tax Specialists Retirement Planning
Life Insurance Analysis Educational Fee Planning
Life Assurance House & Wedding Planning
Key Man & Woman Issues Investment Planning
Kidnappinfg & Ransom Trusts
War & Terror
expat services
expat life coverage
expat travel & health coverage
expat investments
expat banking
QROPS
7. How do our plans work? Change your dreams into reality
Savings Plan Institutions International Local
150 Funds X
Multi-Hard Currency X
Your Fund Value
100% Protection X
Death & Accident Coverage X X
Tax Benefits X X
MXN Pesos X
Units Purchased
and Available When Needed Advantages
Ÿ Tax, Trust Benefits
Ÿ Death & Accident Benefit
Ÿ Payments: Monthly, Quarterly, Semi-Anual, Yearly
Invested Units Ÿ Payment Type: Credit Card, Debit Card, Transfers
Ÿ Lump Sums
5 to 24 months Flexibility After Initial Period
3 to 45 years Ÿ Available Funds
Very Flexible
Ÿ Change of Premium
Ÿ Stop & Start Payments
Ÿ Much More
8. Why invest monthly? Change your dreams into reality
How to make Gains from a Falling Market
When people talk about investing and making money usually they say it´s only when the value
is consistantly rising - is this really the only way?
See for yourself....
The graph shows the number of units purchased by a yearly contribution of GBP 10,000 in two example funds - Fund A where the price continously
rises and Fund B where the price falls and then recovers to its original level.
2.00
5,556
1.80 Fund A 5,814
6,098
1.60
Fund B 6,410
6,757
7,143
1.40
7,576
8,065
Unit Prices
1.20 8,621
9,259
1.00 10,000
0.80 12,658
15,385 14,085
19,231
0.60
21,277 19,608 Gains are made from the falling market because your
23,810 21,739
0.40 24,390 contributions buy a larger number of units as the prices
of these units have dropped. What this means is a larger
0.20 number of units are added to your fund each year.
0.00
0 1 2 3 4 5 6 7 8 9 10
Time (years)
9. Why invest monthly? Change your dreams into reality
180000
160000
140000
120000
Total Units
100000
80000
60000
40000
20000
0
1 2 3 4 5 6 7 8 9 10 11 Years
Fund A 10000 19259 27880 35945 43521 50664 57421 63831 69929 75743 81299
Fund B 10000 22658 38043 57274 78551 102361 126751 148490 168098 182183 192183
These accumulated units, then will benefit from the potential market upturn which usually follows, this then giving you a greater investment value overall:
Fund Total No. of Units Initial Unit Price Final Unit Price Total Investment Value
A 81,299 1.000 1.800 GBP 146,338
B 192,183 1.000 1.000 GBP 192,183
10. A moment´s delay cost Change your dreams into reality
- A lifetime of missed opportunity
As many of us do, we always think next week, next month or next year is when I will start. Will life always give us
the opportunities we want or hoped for.
Have you really considered the cost of delaying your future financial health? It really can be the difference between
coasting into retirement or an uphill battle,
12,000 Ÿ Let´s say you begin setting money aside in a Focus plan 30
Monthly Contribution GBP
years before you intend to retire.
10,000 You could achieve a target illustrative retirement
fund of GBP 750,000 by saving GBP 832 per month.
8,000 Ÿ But, what happens if you delay your decision to save by 15
years?
6,000 The same benefits would cost you GBP 2,841 per
month on the same comparable basis.
4,000
Ÿ And if you delay by a further 10 years
An Illustrative retirement fund benefit of GBP 750,000
2,000
could cost you GBP 11,801 per month on the same
comparable basis - that´s 14 times the amount you
1,000 would have had to put aside had you started saving
with 30 years to retirement.
0
30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1
Years to Retirement
Have You Considered The Cost of Delay?
11. What do you win? Change your dreams into reality
Ÿ World class Financial Planning
Ÿ Top Financial Advice
Ÿ Access to the Worlds BEST Institutions
Ÿ Security
Ÿ Confidentiality
Ÿ Tax planning & returns
Ÿ amazing returns
Ÿ Personal Advisor
Ÿ Monthly reports emailed
Ÿ Monthly plans starting from 3yrs & up to 45yrs
Ÿ Qualified & Professional Advice & Planning
Ÿ Certified Internationally & Locally
Ÿ Offices & representation in 150 cities around the world
Ÿ Online access 24/7
Ÿ Online Forex Trading, Tax planning, Trusts, Corporation
Registration Offshore, Expat Solutions
12. Financial quick test Change your dreams into reality
1. What would be the impact on my family or business if I died? 6. Have I had a real Financial Planning consultation?
a) not covered b) have coverage c) perfect coverage a) no b) yes c) have one regularly
2. How much money will I need to save for retirement? 7. Risk Analysis: Let´s say you had an opportunity to buy
an exclusive condo on the beachfront and there were only
a) $500,000.00 b) $1,000,000.00 c) I am covered two units left. One is on the top floor where you have this
inspiring panoramic view, and the other one is on the
bottom floor where you can get out quickly in case of a fire.
3. When would I need access to my money?
Which one do you think you´d buy ?
a) in 5 years b) in 15 years c) in 25 years
a) the ocean view b) the bottom floor
4. In how many years will you be retiring? 8. How much of your income could you save now?
a) in 5 years b) in 10 to 15 years c) in 20 to 25 years a) nothing b) 10% to 15% c) 20% to 30%
5. In how many years will you be retiring?
a) in 5 years b) in 10 to 15 years c) in 20 to 25 years For your quick test results
go to:
www.abdworldgroup.com/quicktest
13. Strategic Alliances Change your dreams into reality
Listed below are only some of the International & Local Alliances
14. Steps to success Change your dreams into reality
ABD World Group: advisory steps
1. Needs Analysis 2. Financial Concept
Your needs and Using the results of
objectives come under your needs analysis,
the spotlight in a we draw up a
profesional 1 personalized financial
investment Needs concept together with
& planning Analysis you
consultation
5 2
Financial
3. Investor Profile
5. Implementation Getting
ABD World Group
provides professional
support in implementing your
Started
you Concepts We then discern your
personal risk profile in
order to make the right
investment decisions
personalized strategy
and managing your assets
4 3
Investment Investor
Strategy Profile
4. Investment Strategy
Based on your investor profile,
your relationship advisor
will develop the appropiate
investment strategy
15. Documents needed Change your dreams into reality
International Mexico
Ÿ Proof of Identification (Passport Ÿ 2 Copias de INDENTIFICACION
or Drivers License) OFICIAL - IFE
Ÿ Proof of Address (i.e- Bank Ÿ 2 Copias de COMPROBANTE
Statement, Phone bill) not mobile de DOMICILIO
Ÿ Signed Application of Institution Ÿ 1 Copia de Comprobante
Ÿ Signed ABD World Group Bancaro (por deposito en cuenta
document checklist de Institucion)
Ÿ Contrato de Institucion (con
originales firmados
16. Contact Us Change your dreams into reality
International
Canada Europe
United States Russia China
Mexico Africa
South East Asia
Latin America Australia
South Africa
www.abdworldgroup.com www.abdworldgroupdirect.com www.releasemypensions.com
