1. Napkin Presentation

2. The Invitation

3. Read it Front & back What to Do With It

4. Understand it What to Do With It

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

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

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

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

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

10. 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

11. 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

12. How It Works Be Careful … What they see…

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

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

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

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

17. The Scary Truth What they see…

18. 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

19. What they see… Benefits

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

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

22. Functionality What they see…

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

24. 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.

25. 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

26. The Optometrist Close What they see…

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

28. 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

29. Dashlets What they see…

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

31. 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

32. The Close What they see…

33. 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

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

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

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

37. you & you! The Winning Team

38. 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.