Napkin Presentation. The Invitation Read it Front & back What to Do With It.

Slides:

Advertisements

Similar presentations

Credit Card Option Announcement March 21, Exciting News! As of April 2, 2008 homeowners will be able to use Credit Cards with the current Version.

Advertisements

Being in Business Seminars Australian College of Mental Health Nurses ACT Conference Canberra, 19 March 2010 Adds up to better business powering better.

The Money Merge Account Guiding You To The Fastest Way To Zero.

Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN Business Succession Planning.

11 Church Council December 11, 2007 Capital Fund Campaign.

BANKING STRATEGIES PRESENTATION. Providing Full Circle Financial Solutions.

HSA This is how you do it. You can Save 10-50% per month, per employee and still have the same or better coverage… Health Insurance Costs Too High? Health.

MATT JONES 7 Strategies for Finding Deals In A Hot Market.

Carl Johnson Financial Literacy Jenks High School.

An Indexed Universal Life Plan AS AN ASSET BUILDER & AS A LEGACY… Property of Ebbert Insurance Inc. Do not recreate, reproduce or Redistribute without.

Write bigger loans! Make more money AND have happier clients, all at the same time! Bill Connolly, CMPS CTX Mortgage Co LLC.

Financial management: Lecture 3 Time value of money Some important concepts.

Income and Expenses. Income Income from work A. Wage – money paid by the hour or unit of production. B. Salary – money paid on a weekly, monthly, or yearly.

Introduction to Life Insurance Presented by: INSERT NAME Financial Education Program on Insurance Nationwide and the Nationwide Frame are federally registered.

According to the 2010 National Funeral Directors Association’s General Price List Survey, the average cost of a funeral is: $6,560* with a vault $7,775*

Managing Your Investments Chapter 11 Notes Money Management Got the Safety Net, Now What…? Once you’ve got a bit of emergency cash stashed away in some.

5.E.1 Understand how a market economy impacts life in the United States. 5.E.2 Understand that personal choices result in benefits or consequences.

Growing Your Referral Business Financial Planners, Attorneys, Tax Preparers – The OTHER referral source.

@ copyright 2003 Universal Consultancy Services Wealth Creation Accountants DIY - Self Managed Super Fund Universal Consultancy Services Welcome to the.

1Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly.

Life Insurance Why are we talking about this?. Life Insurance When should I buy?

Review Basic Accounting. Fundamentals Assets are anything the business owns that has a dollar value (debit balance on the “T-accounts”) Liabilities are.

ABC Company 401(k) Retirement Planning Meeting | June 28, 2011.

FINANCIAL WELLNESS Healthy, Wealthy & Wise. IN A RECENT REPORT BY THE AMERICAN PSYCHOLOGICAL ASSOCIATION: 8 out of 10 Americans listed money and the economy.

Money Merge Account (MMA) How can I pay my home off early? Conventional Banking Refinance to a lower interest rate Apply additional money to each payment.

2-Appointment Sales System. What is the 1 st appointment for? Get the numbers to run an Analysis Get the Commitment Set the 2 nd Appointment Every Agent.

Investing Money. What does it mean to invest money?  Investing means putting your money where it can make more money by earning higher rates of return.

Today’s Lesson Discuss yesterday’s videos Discuss Emergency Funds, Roommates, and Budgeting Practice Test Problems Tax Forms Things you will need to bring.

Loans and Investments Lesson 1.5.

Chapter 11 Investing for Your Future. Goals for Chapter 11.1 Investing fundamentals Describe the stages of investing and the relationship between risk.

GULF STREAM ARM Providing Quality Products and Services to the Community of Professional Advisors.

By identifying specific financial goals, there’s a much better chance that clients will commit to invest.

5/21/15 BR: WHEN INVESTING MONEY WOULD YOU RATHER HAVE COMPOUND OR SIMPLE INTEREST? EXPLAIN YOUR ANSWER.

PERSONAL FINANCE MAKING PERSONAL FINANCIAL DECISIONS.

5/22/15 BR: BASED ON THE TIME VALUE OF MONEY, EXPLAIN WHY IT MIGHT BE BETTER TO BEGIN INVESTING EARLY RATHER THAN LATER. ©2012 National Endowment for.

6 th – 8 th Grade. Lets Learn to Budget Select a character then decide on lifestyle choices that will help them reach their financial goals. Carl Tonya.

Financial Literacy: Knowing What You Need To Know To Achieve Your Financial Goals.

Problem Statement Suppose you purchase a parcel of land today for $25, (PV) and you expect it to appreciate in value at a rate of 10% (I) per year.

Personal and Financial Planning Chapter 1. Section 1.1 Objectives  Section 1.1 Define personal financial planning Name the six steps of financial planning.

Purpose of the New Member Benefits Guide A set of benefits for new members-packaged specifically for New Members. Benefits that provide immediate value.

Critiquing a Consulting Proposal  First, think the way the client does  Then, make sure you produce what the client expects, only better.

Welcome to R.J. Harding & Associates Empower Your Life!

What would life be like without a mortgage, no credit card or store debt? Would you live with a little less stress? Would you take more vacations, spend.

Effective Recruiting. Preparation Organize Prospect identification Follow up system Communication pieces Incorporate current hot items Simple/Duplicateable.

12/16/ Chapter 1 - Objectives (1.1) When you have completed this section, you will be able to: Define personal financial planning Name the six steps.

Money Merge Account® System Recruiting Follow Up.

Section 6.7 Financial Models. OBJECTIVE 1 A credit union pays interest of 4% per annum compounded quarterly on a certain savings plan. If $2000 is.

LaBorde Financial Consultants cial.com A Comprehensive Plan to Eliminate Debt and Build Wealth Strategic Cash Management.

Aim: Money Matters-Annuities & Sinking Funds Course: Math Literacy Aim: How does money matter? Annuities – a savings plan. Do Now: You are 21 years old.

Key Terms Financial/Housing Crisis. Debt When you owe more money than you have.

Chapter 12 Budgeting.

FINANCE Personal Financial Planning. What we will discuss  How to create a financial plan  How to develop your financial goals  How to evaluate the.

The VIP Buyer Program Elite RE Team TOWNHOMES AND CONDOS RESIDENTIAL NEW CONSTRUCTION INVESTMENT PROPERTY.

Managing Your Investments Chapter 11 Page 259 Personal investing – using your savings to earn a financial return

SAVING/INVESTING Unit 3 – Fin. Planning Manual. SAVING VS. INVESTING SAVING SAVING Money stored or set aside for short-term goals. Safe, secure, low risk,

Professional Credit Help Helping You Secure Your Financial Future.

What is Income Tax? What do I have to know about it?

A STEP-BY-STEP APPROACH TO INVESTING. By identifying specific financial goals, there’s a much better chance that clients will commit to invest.

Tell me a little about yourself. Are you from the area originally? Brothers? Sisters? Married? Any kids? Tell me about your accomplishments, but do me.

NOT a Bi-Weekly Program NOT a Debt Rolldown Program NOT a Reverse Mortgage NOT a Concept or Theory The Financial Freedom Plan.

How are Albert Einstein and the Rule of 72 related?

How are Albert Einstein and the Rule of 72 related?

How are Albert Einstein and the Rule of 72 related?

A Sellers Guide to Finding the Right Agent to Sell Your Home!

How are Albert Einstein and the Rule of 72 related?

Welcome to the presentation

How are Albert Einstein and the Rule of 72 related?

High School Financial Planning Program

Presentation transcript:

Napkin Presentation

The Invitation

Read it Front & back What to Do With It

Understand it What to Do With It

Be comfortable with all the sections This is your business, be the expert What to Do With It

Engage your potential clients Point out sections and relate it to their situation What to Do With It

Hand it to your clients and expect them to understand it. Take the time to EXPLAIN IT. What NOT to Do With It

Read it to your clients It portrays a lack of knowledge and understanding. What NOT to Do With It

What they see… A Picture Is Worth 1,000 Words

These 4 keys represent powerful banking concepts that can NOW work for you What they see… …What you say A Picture Is Worth 1,000 Words

What they see… Using 4 concepts simultaneously will help you find one of the fastest ways to zero …What you say A Picture Is Worth 1,000 Words

How It Works Be Careful … What they see…

Interest accumulation Your money working for you all day, every day How It Works Be Careful … What they see… …What you say

Interest float “OPM” other people’s money How It Works Be Careful … What they see… …What you say

Interest cancellation Timing is everything; small payments make a huge impact How It Works Be Careful … What they see… …What you say

How It Works Be Careful … Strategic payoff Using math to decide what to pay and when What they see… …What you say

The Scary Truth What they see…

The Scary Truth What they see… …What you say On average, if you earn $100,000 per year $34,500 could go to INTEREST for debt payments

What they see… Benefits

Explain the key benefits & why they are important to THEIR situation What they see… Benefits …What you say

Find out which is most important to them and use it during your explanation What they see… Benefits …What you say

Functionality What they see…

Explain how the program is going to function. Functionality What they see… …What you say

Explain how the program is going to function. Functionality What they see… …What you say It’s not in control of their money, they are.

Tells you exactly how much money to move Tells you exactly when to move the money Tells you what to pay and where to pay it from Will determine one of the fastest ways to zero by using mathematical formulas Functionality What they see… …What you say

The Optometrist Close What they see…

Walk them through the Jones’ options line by line… The Optometrist Close What they see… …What you say

Walk them through the Jones’ options line by line… Ask them – If this was your information, which option would you choose? & Wait for them to answer The Optometrist Close What they see… …What you say

Dashlets What they see…

Customize your dashlets Dashlets What they see… …What you say

Customize your dashlets This is a way to have a snapshot of what you want to see at the top of every page Dashlets What they see… …What you say

The Close What they see…

Ask for the Business If I could show you a way to potentially pay off your debt in as little as ½ to ⅓ the time and save tens to hundreds of thousands of dollars, is there any reason that you would not want to move forward to the next step? The Close What they see… …What you say

By this time the choice should be CLEAR The Close What they see… …What you say

By this time the choice should be CLEAR The Close What they see… …What you say

Now it’s time. WOW your clients and play the DEMO of the Money Merge Account ® program. Test Drive It!

you & you! The Winning Team

United First Financial ®, its Agents and subsidiaries provide Internet, Web-based software and support services. United First Financial does not provide accounting, tax, legal, real estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account ® Limited Guarantee.