2. Content
Part 1: Money Problem
Part 2: Who We Are
Part 3: Be Your Own Bank
Part 4: Be Your Own Boss
Part 5: Next Step…
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3. Americans only one missed paycheck away from poverty **
Households don't have enough in liquid savings **
U.S. Workers live paycheck to paycheck *78%
40%
40%
BIG Money Problem!
For every 100 people who reached the age of 65... Are either Dead or Dead Broke!
They work for the money!
They spend first, then try to save what’s left.
5 Still Working
28 Dead
62 Struggling Financially
95%
The money works for them!
They save 10-20% monthly.
1 Wealthy
4 Financially Fit5%
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4. $1,000
Deposit
1% Interest
$10
How much was leveraged?
Understanding $ Leverage
$1,000
Loans
10% Interest
$100
Fun Facts
Interest Revenue $100
Interest Paid/Cost $10
Gross Margin $90
$10 x 900% = $90
900%
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Depositors
Consumers
5. BUT the CHALLENGE is...
Investments
NO MONEY to
Invest; RISKY
Go Back to School
NO INCOME &
Increase DEBT
Work More Hours
NO TIME
for Family
Get a 2nd Job
NO TIME
for Anything
What SOLUTIONS are Available?
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6. Giving everyone an opportunity to grow and succeed is part of the Wealth Space DNA!
This is our founding members philosophy and it has made Wealth Space a great place to be!
Wealth Space is an Independent Financial Marketing Organization. In order to provide you with
award winning opportunity, we provide a tailored business and a cutting edged marketing support.
To transform leaders
and organizations
into the most
significant,
sustainable and
competitive
advantage.
Our
Vision
To develop one
leader at a time
and execute as
one, to create
one team with
one culture.
Our
Mission
Innovative
S.P.E.E.D.
solutions for
building a
successful
business.
Our
System
Who We Are
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7. December
January
• WS officially launches
• Announces bold first year goal:
25 Agency Partners &
500 life license Field Vice Presidents
April
• Introduces SPEED System
• Expands to 3 Agency Partnerships
• Expands to 75 licensed Field VP’s
July
• Expands to 150 licensed Field VP’s
• Expands to 7 Agency Partnerships
• Introduces i-Paymaster Software
October
• Expands to 300+ licensed Field VP’s
• Introduces Personal Banking Concept (PBC)
• Announces Project 20/20
2019Year of
Foundation
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8. OUR
Platform
YOURDreams
Never before and, most likely,
never again will we experience a
time of opportunity like we’re
living in today.
Emergency Fund Protection
• Save at least 3-6 month’s income
• Prepare for unexpected expenses
• Protect against loss of income
• Protect family assets
Step
2
3 Steps to
Wealth Building Strategy
Step
1
Cash Flow Management
• Earn additional Income
• Manage expenses
• Consolidate debt
• Strive to eliminate debt
Step
3
Build Long Term Asset Portfolio
• Personal or Business asset
• Strive to outpace inflation and reduce taxes
• Build a family legacy
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10. Personal Banking Concept
PBC
Living Benefits Mortgage
Annuities
Retirement
Supplemental Income
IUL
Whole Life
Disability
Investments
Mortgage Equity
Mortgage Protection
Emergency Funds
Final Expense Term
Disability Income
10
Wealth Space
Offers a vast array of opportunities …
11. “The most important word
in the world of money is CASH FLOW.
The second most important word
Is LEVERAGE.”
– Robert Kiyosaki
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12. • Access anytime / Liquidity
• Access tax free
• Access for emergency, college, supplemental income
ACCESS
• 4% guarantee + Dividend-Paying
• Death and living benefit protections
• Emergency protection benefits
BENEFIT
• Personal tax shelter
• Debt reduction strategy
• Manage it yourself
CONTROL
Be Your Own Bank
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13. 13
Be Your Own Bank
For Illustration Purposes Only
PBC (Whole Life) Concept
14. "Walt was trying to start his business but had a very difficult time
getting banks to partake in his vision of a cartoon mouse and duck
that would bring in the masses from around the world.
Thankfully, he had previously built his own bank using Whole
life Insurance. Because Walt Disney had this guaranteed access
to liquidity, he was able to eventually capitalize on his dream and
create a multinational empire for generations to enjoy."
Ray Kroc was a man determined to grow his business from a quality local
hamburger shack to a national pastime and household name. Ronald
McDonald was born because Ray Kroc was able to acquire funds at any
time for any reason from his own private family bank. It’s documented that
Ray Kroc borrowed against two different cash value life insurance policies to
pay his key employees along the way. He also funded McDonald’s
hallmark branding campaign using the precious liquidity provided by
his whole life insurance policy.
14
15. We know that behind every successful business is a great story. Our story is about you…
At Wealth Space, you are a Partner
Create Your Own Story
15
Become Financial Professional Become Agency Partner
16. What is the income potential?
FINANCIAL SALES
COMPENSATION
SCENARIO
4 Personal Sales @ 70%
$5,600 Per Month
Vice President Base
4 Personal Sales @70%
16 Base Team Associate Sales
(20% override)
$12,000 Per Month
10 Direct VP @ 25,000 Volume
25% Average Override & Spread
$62,500 Per Month
Based on 2,000 annualized target points.
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17. 17
What makes us unique?
Emergency Access + Protection
No High Surrender Charges
Minimum 4% Floor + Dividends
PBC Policy
Broker Agent
– Unlimited Income Potential
Career Agent
– Salary + Benefits
Agent Options
No Plug in Fee
Branch Manager Support
Structured Expansion Support
Regional Agency Support
Regional Profit Sharing
IMO Partnership
Ownership Control
Agency Partnership
