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Financial Planning & Solutions“Your future starts today”
Index Change your dreams into reality
Ÿ Who is ABD World Group?
Ÿ What are our services?
Ÿ What are our products?
Ÿ Who do we have strategic alliances with?
Ÿ What do you win?
Ÿ What paperwork do you need to get started?
a) Monthly Savings Plans b) Single Deposit Plans (under $250,000USD) c) Single Deposit Plans (over $250,000USD)
a) Individual Application c) Business & Corporate Applicationsb) Joint Application
a) Financial Planning c) Tax Planning, Private Banking, Insurance b) Wealth Management & Key Man Protection
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.
Ÿ With clients in Fortune 500 Companies, Governments & Individuals.
Ÿ We donate 10% of our commissions & earnings to non-profit organizations around the world.
ABD is world recognized
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Online businessLargest Product RangeTop World AlliancesWealth CreationTop ServiceCompliance & Regulation
What are our services Change your dreams into reality
Ÿ Getting to know YouŸ Understanding Your
Unique Financial SituationŸ A Complete Income to Debt
Ratio & AnalysisŸ Risk Analysis
Ÿ Having found the unique strategy for you
Ÿ 1 to 1 Personalized Reviews every 6 months or as needed
Ÿ Monthly Statements
Ÿ Key Man Or Woman Protection
Ÿ Individual Wealth Protection
Ÿ Corporate Protection
Ÿ Starting To Save Money is Great, But You Need To Know It Will Be Insured For Death
Ÿ Beneficiary InsurnaceŸ 101% Investment
Ÿ Plan Design To Your NeedsŸ Present Findings &
Solutions in a “Strategy Session”
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best products available for the best market returns
Ÿ Making sure the products are only the best in the market
Looking ahead to gain the Ÿ Being a Key Man or Woman means you are the most important figure to the Company
Ÿ You need coverage from Disability To Death
Ÿ Key Man & Woman Insurance for Death
Ÿ Accident leaving you un-able to work
Ÿ Presentation Of Recommendations
Ÿ Help with all Institutional Paperwork & Full Process
Ÿ Ensure Client Satisfaction
Ÿ A Wealth Management Department dedicated to support your Advisor & you
Ÿ Specialized in market returns with protection
Ÿ As an Individual you need to know your current & Future money is protected
Ÿ As a Corporation it is imperitive to have corporate protection
Ÿ Ransom InsuranceŸ War InsuranceŸ Kidnapping InsuranceŸ Life AssuranceŸ Life InsuranceŸ Health & Travel Insurance
Financial Planning Wealth Management Protection Insurance
How do we work? Change your dreams into reality
Our Services Change your dreams into reality
I
you
investment services
Professional Portfolio ManagementMonthly Savings Plans
Asset Allocation & Debt AnalysisShort to Long-term Investments
Combined Investment & Insurance
insurance & trusts
banking services
wealth planningTrust & Fiduciary Services
Tax SpecialistsLife Insurance Analysis
Life AssuranceKey Man & Woman Issues
Kidnappinfg & Ransom War & Terror
Private BankingOffshore BankingCorporate & Individual LoansMortgage Loans for ExpatsInvestmentsCredit CardsCorporate Registration
Financial PlanningRetirement PlanningEducational Fee PlanningHouse & Wedding PlanningInvestment PlanningTrusts
expat servicesexpat life coverage
expat travel & health coverageexpat investments
expat bankingQROPS
How do our plans work? Change your dreams into reality
Savings Plan
5 to 24 monthsVery Flexible
3 to 45 years
Invested Units
Your Fund Value
Units Purchasedand Available When Needed
Institutions
Advantages
150 Funds
Multi-Hard Currency
100% Protection
MXN Pesos
Death & Accident Coverage
International Local
X
X
X
X
X
X
X
Tax Benefits X
Ÿ Tax, Trust BenefitsŸ Death & Accident BenefitŸ Payments: Monthly, Quarterly, Semi-Anual, YearlyŸ Payment Type: Credit Card, Debit Card, TransfersŸ Lump SumsFlexibility After Initial PeriodŸ Available FundsŸ Change of PremiumŸ Stop & Start PaymentsŸ Much More
Why invest monthly? Change your dreams into reality
How to make Gains from a Falling MarketWhen people talk about investing and making money usually they say it´s only when the valueis 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 continouslyrises and Fund B where the price falls and then recovers to its original level.
Un
it P
rices
Time (years)
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
0 1 2 3 4 5 6 7 8 9 10
Fund AFund B
9,2598,621
8,0657,576
7,1436,757
6,4106,098
5,814
5,556
12,65815,385
19,231
21,27723,810 24,390 21,739
19,608
14,085
10,000
Gains are made from the falling market because yourcontributions buy a larger number of units as the pricesof these units have dropped. What this means is a largernumber of units are added to your fund each year.
Why invest monthly? Change your dreams into reality
To
tal U
nit
s
Years0
20000
40000
60000
80000
100000
120000
140000
160000
180000
1 2 3 4 5 6 7 8 9 10
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
AB
81,299192,183
1.0001.000
1.8001.000
GBP 146,338GBP 192,183
11
Fund A
Fund B
10000 19259 27880 35945 43521 50664 57421 63831 69929
10000
75743 81299
22658 38043 57274 78551 102361 126751 148490 168098 182183 192183
A moment´s delay cost Change your dreams into reality
- A lifetime of missed opportunityAs many of us do, we always think next week, next month or next year is when I will start. Will life always give usthe opportunities we want or hoped for.Have you really considered the cost of delaying your future financial health? It really can be the difference betweencoasting into retirement or an uphill battle,
Ÿ Let´s say you begin setting money aside in a Focus plan 30 years before you intend to retire.
You could achieve a target illustrative retirement fund of GBP 750,000 by saving GBP 832 per month.
Ÿ But, what happens if you delay your decision to save by 15 years?
The same benefits would cost you GBP 2,841 per month on the same comparable basis.
Ÿ And if you delay by a further 10 years An Illustrative retirement fund benefit of GBP 750,000 could cost you GBP 11,801 per month on the same comparable basis - that´s 14 times the amount you would have had to put aside had you started saving with 30 years to retirement.
Have You Considered The Cost of Delay?
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 40
1,000
2,000
4,000
6,000
8,000
10,000
12,000
Years to RetirementM
onth
ly C
ontr
ibu
tion G
BP
123
What do you win? Change your dreams into reality
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World class Financial PlanningTop Financial AdviceAccess to the Worlds BEST InstitutionsSecurityConfidentialityTax planning & returnsamazing returnsPersonal AdvisorMonthly reports emailedMonthly plans starting from 3yrs & up to 45yrsQualified & Professional Advice & PlanningCertified Internationally & LocallyOffices & representation in 150 cities around the worldOnline access 24/7Online Forex Trading, Tax planning, Trusts, Corporation Registration Offshore, Expat Solutions
Financial quick test Change your dreams into reality
1. What would be the impact on my family or business if I died?
a) c) not covered have coverage perfect coverageb)
2. How much money will I need to save for retirement?
a) c) $500,000.00 $1,000,000.00 I am coveredb)
3. When would I need access to my money?
a) c) in 5 years in 15 years in 25 yearsb)
4. In how many years will you be retiring?
a) c) in 5 years in 10 to 15 years in 20 to 25 yearsb)
5. In how many years will you be retiring?
a) c) in 5 years in 10 to 15 years in 20 to 25 yearsb)
6. Have I had a real Financial Planning consultation?
a) c) no yes have one regularlyb)
7. Risk Analysis: Let´s say you had an opportunity to buyan exclusive condo on the beachfront and there were onlytwo units left. One is on the top floor where you have thisinspiring panoramic view, and the other one is on thebottom floor where you can get out quickly in case of a fire.Which one do you think you´d buy ?
a) the ocean view the bottom floorb)
8. How much of your income could you save now?
a) c) nothing 10% to 15% 20% to 30%b)
For your quick test resultsgo to:
www.abdworldgroup.com/quicktest
Strategic Alliances Change your dreams into reality
Listed below are only some of the International & Local Alliances
Steps to success Change your dreams into reality
ABD World Group: advisory steps
you
1Needs
Analysis
2FinancialConcepts
3InvestorProfile
4Investment
Strategy
5GettingStarted
1. Needs AnalysisYour needs and
objectives come underthe spotlight in a
profesional investment& planning
consultation
2. Financial ConceptUsing the results of
your needs analysis,we draw up a
personalized financialconcept together with
you
3. Investor ProfileWe then discern yourpersonal risk profile inorder to make the rightinvestment decisions
4. Investment StrategyBased on your investor profile,
your relationship advisorwill develop the appropiate
investment strategy
5. ImplementationABD World Group
provides professionalsupport in implementing your
personalized strategyand managing your assets
Documents needed Change your dreams into reality
International Mexico
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Proof of Identification (Passport or Drivers License)Proof of Address (i.e- Bank Statement, Phone bill) not mobileSigned Application of Institution Signed ABD World Group document checklist
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2 Copias de INDENTIFICACION OFICIAL - IFE2 Copias de COMPROBANTE de DOMICILIO1 Copia de Comprobante Bancaro (por deposito en cuenta de Institucion)Contrato de Institucion (con originales firmados
Contact Us Change your dreams into reality
International
www.abdworldgroup.com
Europe
South East AsiaAfrica
Canada
United States
Latin America
ChinaRussia
South Africa
Mexico
Australia
www.abdworldgroupdirect.com www.releasemypensions.com
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