“The difficulty lies, not in the new ideas,
but in escaping from the old ones.”
John Maynard Keynes
“The General Theory of Employment, Interest and Money”
January 2014 - Booklets Updated with 2013 Index Gains
" The Booklets are awesome!" Doc Faulkner / St. Louis MO
"Brett, got my 10 booklets today… went through it, loved it! I want another 100! (The next day):"Make it 130"!
PS (1 month later):
“I can’t thank you enough for putting out the booklet. During the last month I have offered prospective clients your booklet, (as a result) I have written over $74,000 in Private Plan premium and $200,000 in annuity premium!”
PSS (2 weeks later):
"With the help of your booklet today I wrote $21,000 in target on one case and a possible $6,000 on another. Also wealthy parents of another client are considering about $75-$100,000. Either way it was a good day! Paul I. / Cypress CA
“Send me 20 more of the Booklet! I think it is an awesome booklet that is better than 'Missed Fortune 101'. I will be giving them out as a gift to my agents to read - I believe it will increase client education and then turn into more closed sales. I believe the BOOK itself will reach the BEST SELLERS LIST. GREAT JOB!!!" David Teper / CEO Wall Street Management Group Inc. / Dearborn MI
“I give your Booklet "Last Chance Retirement" to potential clients as a
source of basic information on "what not to do" with your retirement
dollars. Everyone who reads it has implemented a Private Plan! I am
looking forward to your next book!" Howard Gluff / Muncie IN
Now Updated with market #'s to 12/13!
It contains 40 pages of information for your client to make them aware that taxes must go UP, so it is a poor financial strategy to defer a bill that can only get bigger! Also that current typical investment strategies have a poor track record with net historical returns of only 3% to 5% - which is even less after the deferred taxes are paid! After decades of saving that is a cruel hoax!
The Booklet also makes them aware that there is a Tax FREE solution approved by Congress and the IRS! But it does not reveal to them exactly what it "is" or how it works. To learn those answers it instructs them to meet with the advisor who gave them the booklet - YOU!
At $2.75 each (or less based on quantity), the Booklet is an affordable method to let your clients and prospects know that there is a better, smarter way to save for retirement! After the presentation, leaving them with the BOOK with its "expert" information, is a valuable way to confirm and validate the ideas and proposals you shared with your client! Together with the software, you have a 1 -- 2 -- 3 approach to getting your client to truly understand the answer to this question ...
"Who's Retirement are You Saving for - Your's or Uncle Sam's?"
... is NOW "Your's"!
To Order go to the "Order Info"
tab at left or click link above.
“The people who get on in this world are those who get up and look for the circumstances they want - and if they cannot find them they make them.”
George Bernard Shaw
"It ain't what you don't know that
gets you into trouble.
It's what you know for sure that just ain't so."