2. Our Company
Relationships with over 100 of the best A Rate Carriers and top Global Fortune 500 insurance and financial Companies
&
Since 1994 Over 20 Years of Operation as American Financial Associates, Inc. Located in Rolling Meadows, Illinois
We are a National Organization with Over 400 Licensed managers and agents all across America with a proven history of production & protecting families.

3. We are a National Organization
Our Scope
We are a National Organization
AFA has managers and agents all across America.

4. The “New Normal” TODAY’S REALITIES
Disturbing Lack of financial education:
Leads to poor savings, Financial Stress, Fear and Uncertainty
Depleting Pension Funds:
Over 84,000 pension plans have been eliminated since 1985.
Failing Social Security:
Social Security’s income is insufficient to pay currently scheduled benefits since It is projected that if there is no change, by 2037 the social security fund will be exhausted.
Insufficient retirement & savings:
36% of workers have less than $1,000 in savings and investments that will be used for retirement.
Incomes are not keeping pace with expenses:
Since 1999 health insurance has risen 160% while income has risen 50%.
Unemployment & under employment are a reality:
Although unemployment has been at a record high underemployment is the real problem. .

5. Who do Americans Trust with their Money?
Do Americans still Trust Banking Institutions?
Who is to blame for the 2008 financial crisis?
Do we Trust the Stock Market?
What is going to happen when the FED raises interest rates?
Does the average American Trust Money Managers?
Do you know anyone who has lost money in their 401k?
Do we still Trust the US Government with our Money?
Social Security is here to stay….right?
Do you Trust Your Employer to manage your retirement?
Who is managing your 401k or pension?
Do we even really Trust Ourselves?
Financial education and debt in American is at an all time high…should we trust ourselves? .

6. Our Products, Power & Process
• AFA Planning Process
Rules Based Asset Allocation Mode
Simple 6 step process
Focuses on process not product
• LBLI Account
Creates a tax free retirement supplement
Addresses LTC & Critical Illness
Provides a low risk competitive ROR
Allows access, use & control of your money
• GIFL Strategy
Creates a guaranteed income stream in retirement that cannot be outlived
Protects against downside market risk
• Raise (IAR)
Risk Adverse Investment Strategy Evaluation
Passive Business Income (PBI)
Creates a contingent resistant income
Provides a true funding mechanism for all other investment strategies
• Life Insurance
• Final Expense
• Annuities
• Auto & Home Insurance
•Medicare Supplements
•Health Insurance

7. $$ Your Investable Assets $$
4 Homes of Money
$$ Your Investable Assets $$ ?
Banks
Real Estate
Stock Market
Insurance
Liquidity
The Only financial strategy that checks all 4 boxes plus additional benefits;
Safety
Critical Illness
Long Term Care
Tax Deferred Growth
Tax Free Distribution
Competitive Returns
High Contributions
Collateral Opportunities
Safe Harbor
Guaranteed Loan Option
Unstructured Loan Payments
Flexible Contributions
Liquidity, Use & Control
Rate of Return
Tax Advantage

8. Our Core Beliefs Build, Educate & Serve
We Believe in Financial Independence
We Believe in Financial Responsibility
We Believe in Being Debt Free
We Believe in Fiduciary Duty
We Believe in Serving Others

9. There Are 3 Types of People
#1 – People Who Make Things Happen
#2 – People Who Watch Things Happen
#3 – People Who Wonder WHAT Happened

10. The Next Step Complete Your FNA – Find out where we are now.
The reality of living & succeeding in today’s America
Complete Your FNA –
Find out where we are now.
Schedule 2nd Appointment –
I’m interested and would love my financial analysis.
Schedule 3rd Appointment
Start implementation of the your plan. .

11. Thank you!