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1. 2 Financial Advisors International Presentation Agenda One-Stop Financial Center Einstein's 9 th Wonder of the World Global Asset Management.

Dec 19, 2015

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Page 1: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Financial Advisors International

“Your One Stop Financial Shop”1

Page 2: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

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Financial Advisors International Presentation Agenda

One-Stop Financial CenterEinstein's 9th Wonder of the WorldGlobal Asset Management Group :What is Active Asset Management?Financial Insurance Advisors : Equity Indexed Products?The Mortgage Alliance : Reverse MortgagesThe Realty Factor : Real Estate for the New WorldEducational Training Program : FAI’s Exceptional Agent Training ProgramCompensation

Page 3: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

FAI is a One-Stop Financial Center, helping people take charge of their family’s future.

* This is not a solicitation or offer to purchase any product. GAMG is pending SEC/FINRA Registration. GAMG representatives will solicit business working in relation to WEG and Compass Asset Management. FAI serves as a solicitor only and currently has a selling agreement with and World Equity Group, Inc. (WEG). Active money management is provided by WEG, a FINRA registered broker/dealer and an SEC registered investment advisor. WEG is not affiliated with FAI. This information is not intended for use with the general public and does not constitute an offer to buy or sell any individual security, any group of securities, or any investment advisory services with regard to securities. TMA is not a mortgage lender. TMA solicits business on behalf of other lenders working under their licenses.

Financial Advisors International has strategic relationships with world-class companies which offer diversified product portfolios. FAI is committed to

bringing products, concepts and strategies that traditionally were reserved for the wealthy and ultra-wealthy to people who typically never had the

opportunity to hear about them.

• FIA helps bring Equity Indexed Products to middle America by helping people make money when the stock market is up, never losing money when the market is down and accessing the money tax free at retirement.

• FIA offers a variety of insurance products such as indexed life, indexed annuities, term insurance and more.

• Harness the Power of Your Mortgage with The Mortgage Alliance’s leading-edge consumer-oriented concepts and products.

• TMA can help you compare hundreds of products from the nation’s top lenders to find the mortgage program that best suits your needs.

• The Realty Factor is leading the Real Estate Revolution.

• One of the trend leading companies using state-of-the-art technology, offering marketing solutions to help consumers buy and sell their homes quickly and easily.

• GAMG brings Wall Street to Main Street in The Great Wealth Transference

Revolution.*

• Assets Under Active Money Management is our premier product concept that will lead us through The Great Wealth Wave.

One-Stop Financial Center

3

Page 4: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

VISIONTo lead the charge in the Great Wealth as baby boomers move into retirement and $52 Trillion dollars of wealth will transfer from one generation to the next.

MISSIONTo create wealth for families through financial education and business systems.

SYSTEMStep by Step streamlined approach to financial education and success in these industries. We have a way of doing business that works.

There is no requirement that an associate of WLG utilize or follow the Leadership Format System or any marketing plan or system developed by WLG.

A Company with Visions of the Future

Page 5: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Age 2%Money Doubles Every 36 Years

29 $100,000

65 $200,000

* These hypothetical examples are for illustrative purposes only and do not represent any particular investment vehicle.

The Rule of 72 is a mathematical concept that approximates the number of years it would take to double the principal at a constant rate of return.

The performance of investments fluctuates over time, and as a result, the actual time it will take an investment to double in value cannot be predicted with any certainty.

The Rule of 72

Divide 72 by the interest rate to estimate the number of years it takes for your money to double.

Age 8%Money Doubles Every 9 Years

29 $100,000

38 $200,000

47 $400,000

56 $800,000

65 $1,600,000

Age 10%Money Doubles Every 7.2 Years

29 $100,000

36.2 $200,000

43.4 $400,000

50.6 $800,000

57.8 $1,600,000

65 $3,200,000

The person with the most “doubles” wins.

Average 401k Active Money ManagementIndexed Products

* Average 401k taken from the book “The Great 401(k) Hoax” by William Wolman

5

Albert Einstein's 9th Wonder: Compound Interest

Page 6: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

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The 4 Cornerstones of Finance

• Proper Protection

• Emergency Fund

• Long Term

Savings

• Debt & equity Management

Life Insuran

ce

6 Month Cash

Reserve

Retirement &

Investment

Accounts

Refinan

ce

Page 7: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Global Asset Management Group

“A Division of Financial Advisors International”

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*GAMG is pending SEC/FINRA registration as a RIA firm. All associates of GAMG will be soliciting business on behalf of third part asset management firms and will be licensed directly with those firms.

Page 8: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

What is Passive Management?

• It’s a method most investors use – commonly referred to as “buy and hold.”

What is Active Management?

• Active Management simply means that the holdings in your portfolio are adjusted in response to market and economic conditions – by professionals who constantly monitor the factors that drive stocks, bonds, markets, and sector forces.

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Active Vs. Passive Money Management

Page 9: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

How Active Money Management WorksDo you want a professional money manager to continuously watch your money — or do you want to leave your money unmanaged like it has been?

This “active vs. passive” management strategy allows active money managers to recognize market trends more quickly, and act on that information to enhance returns while minimizing risks.

Past performance does not guarantee the future results. This is a hypothetical example for illustrative purposes only.This information is not intended for use with the general public and does not constitute an offer to buy or sell any individual security, any group of securities, or any investment advisory services with regard to securities. Certain indicies illustrated on this page are unmanaged and individuals are not able to invest directly into any index.

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Active VS. Passive Management

This is how active money managers work for the wealthy — and now they can work for you.

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Strategic Partners

GAMG is proud to announce Compass Asset Management Group a Division of World Equity Group as our Active Tactical Money Management Firm. Although Past Performance is Never a guarantee of future results we are proud of the historic results that Compass has provided for our Clients. Minimum Account Size is $25,000. Although Compass is rolling out a new program that will accept accounts as low as $2,000.

Page 11: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

The Magic of Compound Recurring Income

Building Assets Under Active Money Management with GAMG

You now have a minimum $100,000 annual income for life.

• Average Account Size: $100,000• Average Rate of Return: 12%• 3 New Accounts Per Month for 4 Years• 144 Total Accounts

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The Personal Four Year Plan

Page 12: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

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How Long Until you Earn your First Million ?

You know that Hollywood's top stars can earn $20 Million per film and that the average time to shoot a movie is six months. In fact, if these celebrities worked standard 8-hour workdays, it would take them less than seven days to earn $1 million. What about everyone else? We took the median annual salary of each profession, as reported by the Bureau of Labor Statistics, and broke down the earnings based on a 40- hour workweek. The following is the answer to the question : “How long until you Earn your First Million?”

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Architects: $64,15032,425 hours4,053 days16 years

How Long Until you Earn your First Million ?

College Coaches & Scouts: $37,53055,432 hours6,928 days27 years

Automotive Technicians: $33,78061,576 hours7,697 days30 years

Computer Managers: $101,58020,475 hours 2,560 days10 years

Bartenders: $16,350127,226 hours15,901 days61 years

Computer Software Engineers: $79,78026,069 hours3,259 days13 years

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You do the Four-Year Plan personally and Hire 10 Agents who do the same

production as you.

The Magic of Compounding Recurring Income

Page 15: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Financial Insurance Advisors

“A Division of Financial Advisors International”

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Page 16: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

FIA is a One-Stop Financial Center, helping people take charge of their family’s future.

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FIA helps bring Equity Indexed Products to middle America by helping clients make money when the stock market is up, never losing money when the market is down and accessing their money tax free at retirement. FIA offers a variety of insurance products such as indexed life, indexed annuities, term insurance and more.

One-Stop Financial Center

Page 17: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Safety ofPrincipal

Fixed Products

2% to 4%

Risk ofPrincipal

VariableProducts

UpsidePotential

IndexedProducts

18

Types of Investments: TIC-TAC-TOE

Page 18: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

They are fixed interest rate products that earn interest based on the potential of an index

Protect your principle and earned interest from loss

Long term savings vehicles designed to accumulate cash on a tax deferred basis

Guarantee a lifetime of income. 19

What are Equity Indexed Products

Page 19: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

$150,000

$140,000

$130,000

$120,000

$100,000

$160,000

$170,000

$90,000

$110,000

$100,000 Invested in 1997

Indexed AccountLarge Company Stocks

Many people sacrifice return for safety, and other people sacrifice safety for return. Indexing brings together the best of both.

8/1997 8/1998 8/1999 8/2000 8/2001 8/2002 8/2003 8/2004 8/2005 8/2006 8/2007 11/2008

$149,937

$126,925

$139,237

$95,529

$115,449

$129,330

$117,435

$152,488

$133,977

$103,775$96,845

$114,490$122,504 $122,504

$122,504

$140,255

$155,476

$166,359

$150,073

$131,080

$107,000

$166,359

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Indexed Products VS. Large Company Stock Protection & Potential

Page 20: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Annualized Income: $301,920

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Personal and Team Compensation

Equity Indexed Annuity income is based on a $100,000 account where Equity Indexed Annuity is paying 10% gross commission. Equity Indexed Life is based on clientpaying a $500 a month premium where CTP is $4,800. Hypothetical example. Team overrides are based on a Division Director (64%) overriding a team of 5 agents where each agent is doing 1 transaction a month and is at an Intern level (40%).Commission level.

1 Equity Indexed Annuity $5,000

1 Equity Indexed Life $2,400

$7,400/mo.

Personal Production5 Equity Indexed Annuity $12,000

5 Equity Indexed Life $5,760

$17,760/mo.

Team of 5 Agents

Page 21: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

The Mortgage Alliance

“A Division of Financial Advisors International”

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Page 22: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

FHA purchase mortgages

Reverse mortgages

Traditional cash-out refinance loans

Commercial Lending

Current Rates are at an all time low under 5%!

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Harness the Power of your Mortgage

No matter what type of loan is needed our extensive mortgage portfolio can

help

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Reverse Mortgages

For individual/couples age 62 and older

Completely eliminate the mortgage payments

Homeowner does not give up title to property

FHA backed (not investor driven like in the past)

Not credit, asset or income driven. Reverse Mortgages are Equity driven

Allows homeowner’s with equity to receive cash at closing which can be used for spending, investing, charity or used to create a new stream of monthly income

In some cases the homeowner not only eliminates their mortgage payment completely but receives cash at closing as well

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Married couple ages 62 and 65 $300,000 home value $20,000 loan balance $600/mo. is their current mortgage payment They qualify for a $180,000 loan The old loan of $20,000 is paid off They have no mortgage payment ever again They receive $150,000 cash after closing costs If something happens to them their family still

inherits the house just like a traditional mortgage The couple decides to invest the $150,000 which

allows them to receive $1,000/mo. for the rest of their lives

Not only are they saving $600/mo. on their old mortgage payment, they are now receiving $1,000/mo. from investments. That’s a $1,600/mo.

swing! Don’t forget to download/view the FAQ

Reverse Mortgage Case Study

Page 25: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

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Becoming an Agent with TMA

No license required

Large list of lenders

FHA approved

Operating in almost all 50 states

Option to pass the loan off to TMA’s loan coordinators and processors and leave the rest up to them

Use a loan coordinator and literally do nothing on the loan. You’ll receive 50% of the Origination and YSP.

Work the entire loan yourself and earn more income

Page 26: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Annualized Income: $75,072

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Personal and Team Compensation

FHA purchase loan is based on a $200,000 loan amount paying 3% commission. 15% taken off the top to TMA. Reverse Mortgage is based on a $200,000 loan paying 1% to the field. Level assumed is Division Director (64%).. Hypothetical example. Team overrides are based on a Division Director (64%) overriding a team of 5 agents where each agent is doing 1 transaction a month and is at an Intern level (40%).

1 FHA Purchase loan $1,632

1 Reverse Mortgage $544

$2,176/mo.

Personal Production5 FHA Purchase loans $3,060

5 Reverse Mortgages $1,020

$4,080/mo.

Team of 5 Agents

Page 27: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

The Realty Factor

“A Division of Financial Advisors International”

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Page 28: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Full Service Real Estate Company

Offer agents tremendous support

High degree of technology for lead generation and automated follow up systems

High personal production contracts

Allow agents who do not have a brokers license to hire and train agents and override their production as if they were the broker

Allow agents to participate in FAI’s other industries such as mortgages,insurance and financial planning to create multiple streams of income from the same clients

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The Realty Factor

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Leading the Way in Real Estate

Allows you to generate income that isn’t based solely on real estate production

Allows you to generate income that isn’t based solely dependant on your own personal production

Offers you the freedom to expand nationwide in all FAI’s industries

Equity Sharing Plan

Starting building a business instead of just doing business

Ask yourself this question, would you rather be a traditional real estate agent, or own a company that has 50 agents? How about both with no liability, no overhead, no big upfront franchise costs and you don’t need a real estate broker’s license.

Page 30: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Annualized Income: $143,820

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Personal and Team Compensation

Real Estate commissions are based on a $200,000 sales price and a 3% commission. 80% personal producer level is assumed. Hypothetical example. Team overrides are based on a Division Director level (64%) overriding a team of 5 agents where each agent is closing 1 real estate deal a month and is at a personal producer level of 80%. 6.5% broker Fee is taken off the top as well as a $200 transaction fee. The transaction fee can be charged to the buyer/seller. FHA purchase loan is based on a $200,000 loan amount paying 3% commission. 15% taken off the top to TMA. Level assumed is Division Director (64%). Hypothetical example. Team overrides are based on a Division Director (64%) overriding a team of 5 agents where each agent is doing 1 transaction a month and is at an Intern level (40%).

5 Real Estate closings $2,805

5 Closed Loan referrals $3,060

$5,865/mo.

Team of 5 Agents1 Real Estate closing $4,488

1 Closed Loan referral $1,632

Personal Production

$6,120/mo.

Page 31: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

3333

The 4 Cornerstones of Finance

• Proper Protection

• Emergenc

y Fund

• Long Term

Savings

• Debt & equity Management

Life Insurance

6 Month Cash

Reserve

Retirement &

Investment

Accounts

Refinance

Page 32: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

Training• 4 month, 2 month or 1 month daily video training program

• One on one and small group mentoring/shadowing

Contact Management and Lead system• Predictive calling for streamlined follow up to run your

business

• Remote Access

• At the follow up appointment we will give you a live demonstration of the power of this system.

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Training and Business Systems

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3838

Web-Based CRM/Contact Management System

Page 34: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

393939

Auto Dialer, Follow up System

Page 35: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

40404040

Pre-Recorded Hotlines, 800# campaigns

Page 36: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

1 Closed Loan… $2,250

1 Equity Indexed Annuity… $5,000

1 Equity Indexed Life… (year 1 only) $2,400

1 Account Under Management… (year 1 only) $450

1 Real Estate Transaction $5,000

Annualized Income: $186,700

$15,100

Financial Industries Monthly

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Compensation

Page 37: 1. 2 Financial Advisors International Presentation Agenda  One-Stop Financial Center  Einstein's 9 th Wonder of the World  Global Asset Management.

• Get an Information Packet

• Set a follow up appointment

• Are there better options open to you now

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The Next Step . . .