bankers table presentation
DESCRIPTION
Bankers Table Power pointTRANSCRIPT
![Page 1: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/1.jpg)
BANKING STRATEGIESPRESENTATION
![Page 2: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/2.jpg)
Providing Full Circle Financial Solutions
![Page 3: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/3.jpg)
Social Security (insecurity)
Pensions
Debt
Personal Savings
College Funding
Retirement
Employment
Facing The Challenges of a Changing World
![Page 4: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/4.jpg)
40
60
80
100
Wealthy WorkingSecure Passed Away Broke
20
1% will RETIRE VERY WEALTHY
1%
36%
4%5%
54%
Statistics Show Americans At Age 65
What can you do differently to ensure you won’t end up in the majority?
![Page 5: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/5.jpg)
Even in Good Times These Issues Have Plagued America
Where does your money actually go?
Adapted from study done by North Dakota State University
Total DebtInc. Mtg34%
Taxes33%
Living Expenses 30%
Savings/Investments3%
Eliminating debt, minimizing taxes, and utilizing the right kind of insurance can potentially give you a 60‐70% pay increase, and help you build a solid, tax‐free retirement in the process!
![Page 6: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/6.jpg)
5,000 Years of Core Banking Strategies
Banks lend; they don’t invest
Banks transfer risk away from the bank
Banks turn liabilities into assets
![Page 7: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/7.jpg)
1. Cash
2. Treasury Bills
3. Precious Metals
4. Whole Life Insurance (BOLI)
Tier One Assets (Core Reserves)
Do What The Banks Do
![Page 8: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/8.jpg)
If You Can’t Beat Them ‐ Join Them
Mimic Core Banking Systems & Strategies
![Page 9: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/9.jpg)
What If YOU Could Be The Bank?
What chair would you sit in?
![Page 10: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/10.jpg)
Money Flowand Banking Strategies
![Page 11: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/11.jpg)
$5k
$1m
$1.5m
$2m
25 yrs 45 yrs 65 yrs
Inco
me
Years/Age
Your Lifetime Earning Potential
![Page 12: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/12.jpg)
$2,000,000 In Lifetime Money
Interest Paid on Debt
Federal & State Taxes
Savings & Retirement(New Savings Potential)
![Page 13: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/13.jpg)
Imagine Earning A 35% Raise?
You can by simply redirecting interest you already paidto the banks and financial institutions.
![Page 14: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/14.jpg)
What Are You Really Earning?
![Page 15: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/15.jpg)
4 PILLARSOf Financial Freedom
![Page 16: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/16.jpg)
Banker’s Optimal System of Security
![Page 17: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/17.jpg)
75% said becoming and staying debt free
is the #1 key to building wealth.
The Forbes 400 were asked in a recent survey,
What is the most important key to building wealth?
Debt Elimination
![Page 18: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/18.jpg)
Debt Elimination
Debt is the silent killer of your future hopes and dreams.
The key is to make your money work smarter with little impact to your standard of living.
In order to be successful, you need to adopt a strategy to use the banking systems to your advantage.
![Page 19: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/19.jpg)
The Money Merge Account® Program:Is a revolutionary web‐based software system that identifies the quickest route to zero debt for each users unique financial situation.
How does it do this?Strategic Debt PayoffInterest CancellationUtilizes Stagnant MoneyInterest FloatOptimizes the Use of Your IncomeOngoing Coaching and Education Support
Debt Elimination
Results will vary and are determined by individual financial situations. The information contained herein does not constitute an offer or a solicitation to lend or extend credit. Contact your independent agent for further details.
![Page 20: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/20.jpg)
Conventional Banking vs. Money Merge Account® Program
Conventional Banking
Refinance
Bi‐Weekly Payments
Debt Consolidation
Debt Rolldown Program
Additional Payments to Principal
Results will vary and are determined by individual financial situations. The information contained herein does not constitute an offer or a solicitation to lend or extend credit. Contact your independent agent for further details.
![Page 21: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/21.jpg)
Conventional Banking vs. Money Merge Account® Program
Money Merge Account® Program
No refinancing of existing
loan necessary
Not a Bi‐Weekly Program
Not a Debt Consolidation Loan
Not a Debt Rolldown Program
Little to no change in current lifestyleResults will vary and are determined by individual financial situations. The information contained herein does not constitute an offer or a solicitation to lend or extend credit. Contact your independent agent for further details.
![Page 22: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/22.jpg)
YearPrincipal Paid
Interest Paid
Total Paid
1 $6,699.27 $14,199.45 $20,898.72 2 $13,903.30 $27,894.14 $41,797.44 3 $21,650.99 $41,045.17 $62,696.16 4 $29,984.35 $53,610.53 $83,594.88 5 $38,948.74 $65,544.88 $104,493.62 6 $42,282.13 $77,027.29 $119,309.42 7 $45,824.60 $88,300.62 $134,125.22 8 $49,589.88 $99,351.14 $148,941.02 9 $53,592.69 $110,164.13 $163,756.82 10 $57,848.88 $120,723.74 $178,572.62 11 $62,375.63 $131,012.79 $193,388.42 12 $67,191.49 $141,012.73 $208,204.22 13 $72,316.57 $150,703.45 $223,020.02 14 $77,772.75 $160,063.07 $237,835.82 15 $83,583.97 $169,067.65 $252,651.62 16 $89,776.35 $177,691.07 $267,467.42 17 $96,378.71 $185,904.51 $282,283.22 18 $103,422.79 $193,676.23 $297,099.02 19 $110,943.80 $200,971.02 $311,914.82 20 $118,992.34 $207,749.57 $326,741.91 21 $127,122.24 $214,008.87 $341,131.11 22 $135,753.57 $219,766.74 $355,520.31 23 $144,917.27 $224,992.24 $369,909.51 24 $154,646.17 $229,652.54 $384,298.71 25 $164,975.11 $233,712.80 $398,687.91 26 $175,941.13 $237,135.98 $413,077.11 27 $187,583.51 $239,882.80 $427,466.31 28 $199,943.97 $241,911.54 $441,855.51 29 $213,066.78 $243,177.93 $456,244.71 30 $227,000.00 $243,634.94 $470,634.94
YearPrincipal Paid
Interest Paid
Total Paid
1 $13,542.84 $13,947.87 $27,490.712 $28,176.18 $26,730.17 $54,906.35 3 $41,191.46 $38,381.22 $79,572.68 4 $57,950.28 $49,041.52 $106,991.80 5 $75,743.21 $58,668.16 $134,411.37 6 $94,633.57 $67,197.37 $161,830.94 7 $114,689.05 $74,561.46 $189,250.51 8 $135,981.54 $80,688.57 $216,670.11 9 $158,587.27 $85,502.41 $244,089.68 10 $182,587.29 $88,921.96 $271,509.25 11 $208,067.57 $90,861.25 $298,928.82 12 $227,000.00 $91,286.88 $318,286.88
Interest Saved 152,348.06
Years to Payoff 11.7
Time Savings 18.4
Current Debt Schedule Debt Acceleration Schedule
Results will vary and are determined by individual financial situations. The information contained herein does not constitute an offer or a solicitation to lend or extend credit. Contact your independent agent for further details.
![Page 23: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/23.jpg)
The Money Merge Account® Program helps you manage your cash flow with optimal efficiency.
How The Money Merge Account® Program Works For You
So you can maximize every available dollar to your advantage – instead of the banks!
Results will vary and are determined by individual financial situations. The information contained herein does not constitute an offer or a solicitation to lend or extend credit. Contact your independent agent for further details.
![Page 24: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/24.jpg)
Wealth Building
Rule #1: Never lose the principal value of your investment.
Rule #2: Never violate rule #1.
Rule #3: Guaranteed returns.
![Page 25: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/25.jpg)
Our Strategy
No risk of loss to principal 1
Grows tax‐deferred
Accessible with tax advantage benefits 2
Lawsuit proof 3
Judgment proof 3
Creditor proof 3
Banker’s Optimal System of Security
1. Return on principal may vary 2. Under certain policy provisions 3. These restrictions will vary from state to state, check with the current laws within your state . These strategies only pertain to a cash value life insurance policy. Check with your financial advisor for details.
Wealth Building
![Page 26: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/26.jpg)
Becoming Your Own Bank
Traditional Banking
Finance $25,000 every 4 years,costing $29,222 in payments & interest!
Auto loan
Payments & Interest
![Page 27: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/27.jpg)
Becoming Your Own Bank
Auto loan
Payments & Interest
Pay into policy
Finance $25,000 every 4 years,re‐capturing $29,222 in payments & interest!
Our Strategy
![Page 28: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/28.jpg)
‐$400,000
‐$200,000
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
Lease 10 vehicles Finance Cash Savings Account BOSS
Banking Concepts
Loss
Option #1Lease 10 Vehicles
(‐$252,500)
Option #2Finance
(‐$202,222)
Option #3Cash
$40,000
Option #5BOSS
$787,738
Gain
Growth Over 40 Years
Loss Over 40 Years
Option #4Savings$382,222
![Page 29: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/29.jpg)
Retirement Planning
Retirement income can now be predictable with UFirst Alliance and the BOSS program
Banks have thrived for centuries by feeding off the fruits of lending.
Your alternative to traditional investments, 401k, IRAs, stocks, bonds, real estates, etc.
![Page 30: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/30.jpg)
Retirement Planning With BOSS
BENEFITS:
It is not limited to the 59 ½ or the 70 ½ traditional restrictions for access like 401K’s or IRA’s to receive the benefits of tax‐deferred growth. 1
Provides tax advantage supplemental retirement income. 1
Creates a tax‐free estate death benefit.
Living benefits include:
Loan provision
Emergency fund
Retirement income
Personal financing needs
Business capital
1. Under certain policy provisions and restrictions. Check policy loan provisions for more details. You may want to check with your tax advisor for information on qualified plans.
Personal Bank:Flexible Retirement Account
![Page 31: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/31.jpg)
Legacy Planning
Those you love are the most cherished asset of all.
UFirst Alliance operates in timelines measured by generations, not just years.
Leave a legacy that will permanently impact your family for generations to come…
![Page 32: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/32.jpg)
Full Circle Financial Solution
Your Money Flow
Banking Systems
Banking Strategies
![Page 33: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/33.jpg)
Road To Financial Freedom
![Page 34: Bankers Table Presentation](https://reader030.vdocuments.mx/reader030/viewer/2022020210/568c4a131a28ab491696b56a/html5/thumbnails/34.jpg)
Get with your UFirst Alliance advisor for a free no obligation analysis
Begin Your Road to Financial Freedom Today!