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on some of the decisions you have made in the past. You made these decisions based on the information you had at the time. Therefore… Sharing more information with you will only help you make better decisions, providing you greater clarity, balance, focus, and confidence. Congratulations
A growing group of professional from across the country who are deeply concerned about the direction we are headed and the impact today’s decisions will have on everyone’s financial future.  Ogan Financial Group, Inc. We Joined
[object Object],[object Object],[object Object],Do You Believe Future Tax Rates Will Likely Be: Question:
[object Object],[object Object],[object Object],[object Object],A Financial Choice
Phases of Retirement Planning Why does traditional financial planning advise you to take as much of today’s money as you can, throw it as far into the future as you can, so that it will have less buying power while being taxed as higher rates?  Traditional IRAs and 401(k)s
Your Money WILL NEVER BE WORTH MORE Than It Is Today. Defining Moment 1
This May Be The LOWEST TAX BRACKET You Will Ever Be In. Defining Moment 2
If something you  Thought to be True WASN’T TRUE When would you WANT TO KNOW?
It’s difficult to get to the RIGHT SOULUTION when you start with the  WRONG PREMISE.
Wealth and Wisdom RULES of the  RICH
Use the LEAST AMOUNT of Money to Create the GREATEST AMOUNT of Wealth. Rule Number 1
Guarantee the WEALTH OCCURS and the Money will Transfer TAX-FREE. Rule Number 2
Use Leverage to Create Multiples of Wealth Without Losing Control of the Asset. Rule Number 3
[object Object],[object Object],[object Object],[object Object],We Strive To:
rather than follow a Many times in our lives we buy PRODUCTS STRATEGY.
is more important than the In the end your PRODUCT and RATE of RETURN STRATEGY
“ There is something that is  more powerful than all the armies in the world,  and that is  an idea  whose time has come.”
How can you say YES  or  NO to  IDEAS that you don’t even  know exist?
We want to give you More Information to make better Financial Decisions
How Many Opportunities  Have Passed You By Simply Because You Were Not Aware  of Them?
[object Object],[object Object],[object Object],[object Object],[object Object]

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How Will the Economic Crisis Affect You?

  • 1.  
  • 2. on some of the decisions you have made in the past. You made these decisions based on the information you had at the time. Therefore… Sharing more information with you will only help you make better decisions, providing you greater clarity, balance, focus, and confidence. Congratulations
  • 3. A growing group of professional from across the country who are deeply concerned about the direction we are headed and the impact today’s decisions will have on everyone’s financial future. Ogan Financial Group, Inc. We Joined
  • 4.
  • 5.
  • 6. Phases of Retirement Planning Why does traditional financial planning advise you to take as much of today’s money as you can, throw it as far into the future as you can, so that it will have less buying power while being taxed as higher rates? Traditional IRAs and 401(k)s
  • 7. Your Money WILL NEVER BE WORTH MORE Than It Is Today. Defining Moment 1
  • 8. This May Be The LOWEST TAX BRACKET You Will Ever Be In. Defining Moment 2
  • 9. If something you Thought to be True WASN’T TRUE When would you WANT TO KNOW?
  • 10. It’s difficult to get to the RIGHT SOULUTION when you start with the WRONG PREMISE.
  • 11. Wealth and Wisdom RULES of the RICH
  • 12. Use the LEAST AMOUNT of Money to Create the GREATEST AMOUNT of Wealth. Rule Number 1
  • 13. Guarantee the WEALTH OCCURS and the Money will Transfer TAX-FREE. Rule Number 2
  • 14. Use Leverage to Create Multiples of Wealth Without Losing Control of the Asset. Rule Number 3
  • 15.
  • 16. rather than follow a Many times in our lives we buy PRODUCTS STRATEGY.
  • 17. is more important than the In the end your PRODUCT and RATE of RETURN STRATEGY
  • 18. “ There is something that is more powerful than all the armies in the world, and that is an idea whose time has come.”
  • 19. How can you say YES or NO to IDEAS that you don’t even know exist?
  • 20. We want to give you More Information to make better Financial Decisions
  • 21. How Many Opportunities Have Passed You By Simply Because You Were Not Aware of Them?
  • 22.

Notes de l'éditeur

  1. READ MISSION STATEMENT INTRODUCE KEN, JIM, AND ROBERT CLARITY GIVES CLIENTS ENERGY TO ACHIEVING GOALS TAKE WOBBLE OUT OF LIVES TO GIVE BALANCE WHICH INCREASES VELOCITY OF OBTAINING THEIR GOALS FOCUS INCREASES THE ACCURACY OF ACHIEVING GOALS TOGETHER CLARITY, BALANCE AND FOCUS GIVE CLIENTS CONFIDENCE WHICH ATTRACTS OPPORTUNITIES MFA MEANS OFG COMPLETED SPECIALIZED TRAINING, PASSED A PROFICIENCY EXAM, FOLLOW A CODE OF ETHICS AND HAVE OUR MF CASES AUDITED READ MORE ON THE “ABOUT US” TAB ON OUR WEBSITE
  2. IF YOU WERE TO ADD UP YOUR VARIOUS INVESTMENTS AND SAVINGS, AND COMPARE THAT TO THE AMOUNT OF EQUITY TRAPPED IN YOUR HOME, 9 TIMES OUT OF 10 THERE IS MORE EQUITY NOW EQUITY IS DOWN 30% AND RETIREMENT ACCOUNTS ARE DOWN 40-50% OUR MESSAGE IS PROTECT YOUR EQUITY AND SECURE YOUR RETIREMENT
  3. MUCH OF TRADITIONAL FINANCIAL PLANNING IN BASED ON THE MYTH-CONCEPTION THAT YOU WILL BE IN A LOWER TAX BRACKET WHEN YOU RETIRE, BUT WHEN ASKED A SIMPLE QUESTION... WHY DO WE FEEL THIS WAY? TO FIGHT THE WAR ON TERROR INFLATION THE NATIONAL DEBT ENTITLEMENT PROGRAMS THAT’S BEEN THE “ TRADITION ”...
  4. READ MISSION STATEMENT INTRODUCE KEN, JIM, AND ROBERT CLARITY GIVES CLIENTS ENERGY TO ACHIEVING GOALS TAKE WOBBLE OUT OF LIVES TO GIVE BALANCE WHICH INCREASES VELOCITY OF OBTAINING THEIR GOALS FOCUS INCREASES THE ACCURACY OF ACHIEVING GOALS TOGETHER CLARITY, BALANCE AND FOCUS GIVE CLIENTS CONFIDENCE WHICH ATTRACTS OPPORTUNITIES MFA MEANS OFG COMPLETED SPECIALIZED TRAINING, PASSED A PROFICIENCY EXAM, FOLLOW A CODE OF ETHICS AND HAVE OUR MF CASES AUDITED READ MORE ON THE “ABOUT US” TAB ON OUR WEBSITE
  5. IF YOU WERE A FARMER , WOULD YOU RATHER BUY SEED IN THE SPRINGTIME, THEN GIVE UP A THIRD OF THE HARVEST OR PAY TAX ON THE SEED AND KEEP YOUR ENTIRE HARVEST? I’LL SHOW YOU TONIGHT HOW YOU CAN KEEP ALL THE “FRUITS” OF YOUR LABOR UTILIZING A NON-QUAL ALTERNATIVE LIKE THE ROTH BUT WITHOUT THE LIMITATIONS…ROTH FOR THE RICH OFG ADDRESSES ALL 4 PHASES OF RETIREMENT STRUCTURE PLANS THAT WILL EARN YOU 50% MORE NET SPENDABLE RETIREMENT INCOME THAT WILL LAST TO FUTURE GENERATIONS WE RECOMMEND INVESTMENTS THAT GENERATE THE MOST INCOME DURING THE TIME IN LIFE THAT YOU WILL USE IT THE MOST
  6. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  7. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  8. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  9. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  10. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  11. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  12. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  13. READ MISSION STATEMENT INTRODUCE KEN, JIM, AND ROBERT CLARITY GIVES CLIENTS ENERGY TO ACHIEVING GOALS TAKE WOBBLE OUT OF LIVES TO GIVE BALANCE WHICH INCREASES VELOCITY OF OBTAINING THEIR GOALS FOCUS INCREASES THE ACCURACY OF ACHIEVING GOALS TOGETHER CLARITY, BALANCE AND FOCUS GIVE CLIENTS CONFIDENCE WHICH ATTRACTS OPPORTUNITIES MFA MEANS OFG COMPLETED SPECIALIZED TRAINING, PASSED A PROFICIENCY EXAM, FOLLOW A CODE OF ETHICS AND HAVE OUR MF CASES AUDITED READ MORE ON THE “ABOUT US” TAB ON OUR WEBSITE
  14. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  15. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  16. THE TIME HAS COME FOR THESE STRATEGIES WITH SO MANY UNCERTAINTIES- PENSIONS IN PERIL, SOCIAL SECURITY AND MEDICARE QUESTIONABLE, EMPLOYMENT UNSTABLE AND HOME VALUES SOFTENING… PROTECT YOUR EQUITY AND SECURE YOUR RETIREMENT BY POSITIONING IT IN A HOUSE OF BRICKS THAT PROVIDES ACCESS WHEN YOU NEED IT, PRICIPAL PROTECTION FROM THE MARKETS AND GIVES YOU TAX-FREE BENEFITS IN ALL FOUR PHASES OF RETIREMENT THE INFORMATION IS FREE, BUT THE KNOWLEDGE IS PRICELESS. WHAT YOU CHOOSE TO DO WITH THIS WISDOM IS NOW UP TO YOU. THERE ARE THOSE THAT MAKE THINGS HAPPEN, SOME WATCH THINGS HAPPEN AND OTHERS ARE JUST LEFT WONDERING “WHAT HAPPENED?” THE CLIENTS THAT WE WORK WITH ARE DISCIPLINED, FORWARD THINKING INDIVIDUALS READY TO UNCOVER THEIR ROADBLOCKS TO WEALTH
  17. THE TIME HAS COME FOR THESE STRATEGIES WITH SO MANY UNCERTAINTIES- PENSIONS IN PERIL, SOCIAL SECURITY AND MEDICARE QUESTIONABLE, EMPLOYMENT UNSTABLE AND HOME VALUES SOFTENING… PROTECT YOUR EQUITY AND SECURE YOUR RETIREMENT BY POSITIONING IT IN A HOUSE OF BRICKS THAT PROVIDES ACCESS WHEN YOU NEED IT, PRICIPAL PROTECTION FROM THE MARKETS AND GIVES YOU TAX-FREE BENEFITS IN ALL FOUR PHASES OF RETIREMENT THE INFORMATION IS FREE, BUT THE KNOWLEDGE IS PRICELESS. WHAT YOU CHOOSE TO DO WITH THIS WISDOM IS NOW UP TO YOU. THERE ARE THOSE THAT MAKE THINGS HAPPEN, SOME WATCH THINGS HAPPEN AND OTHERS ARE JUST LEFT WONDERING “WHAT HAPPENED?” THE CLIENTS THAT WE WORK WITH ARE DISCIPLINED, FORWARD THINKING INDIVIDUALS READY TO UNCOVER THEIR ROADBLOCKS TO WEALTH
  18. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  19. MAXIMUM FUNDED LIFE INSURANCE IS LIFE INSURANCE STRUCTURED FOR LIVING BENEFITS VS DEATH BENEFITS THE TRADITIONAL APPROACH TO GET THE MOST DEATH BENEFIT FOR THE LEAST PREMIUM STRUCTURED CORRECTLY, THIS PRODUCT WILL OUTPERFORM QUALIFIED PLANS & MUTUAL FUNDS ESPECIALLY ON THE BACK END 1970’S WHOLE LIFE WAS USED 1980’S E.F. HUTTON- WAS HE AN INSURANCE SALESMAN OR A STOCK MARKET GURU? (WARREN BUFFET OF THE 80S). HE SAW THE TAX BENEFITS OF LIFE INSURANCE AND WAS THE BRAINCHILD BEHIND CREATING UVL HOW MANY HAVE BOUGHT LIFE INSURANCE FROM AN AGENT…PURCHASED MORE THAN ONE POLICY? HAVE THEY EVER MENTIONED HOW TO MAXIMUM FUND A UVL? THE PROBLEM IS MOST LIFE INSURANCE AGENTS ARE TRAINED TO ISSUE POLICIES AS STRICTLY LIFE INSURANCE O.F.G. HAS BEEN PERSONALLY TRAINED BY DOUGLAS ANDREW, AND ARE SPECIALISTS IN UTILIZING LIFE INSURANCE TO PERFORM AS AN INVESTMENT
  20. BY SCHEDULING YOUR UPCOMING APPOINTMENT TODAY, WE WOULD LIKE TO GIVE YOU AN ACCOMPANYING COPY OF ONE OF THE MISSESD FORTUNE BOOKS TO GET YOU STARTED ON YOUR PATH TO FINANCIAL INDEPENDENCE THIS IS YOUR HOMEOWRK PRIOR TO OUR 1 ST APPOINTMENT WITH JUST 3 CHAPTERS TO GET YOU STARTED I WILL STICK AROUND IF YOU WOULD LIKE TO ASK QUESTIONS I SINCERELY HOPE YOU HAVE GAINED INSIGHTS INTO OPPORTUNITIES THAT BEFORE TODAY, YOU DIDN’T KNOW EXISTED AND I AM GREATEFUL FOR YOUR TIME AND ATTENTION WE LOOK FORWARD TO MEETING WITH YOU THANK YOU ALL FOR COMING AND DRIVE SAFELY