![Page 1: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/1.jpg)
© 2012 Empowered Wealth LLC.
2013 CPA WORKSHOP
June 24, 2013 Grand America Hotel Salt Lake City, Utah
Sponsored by corprotect
![Page 2: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/2.jpg)
Family Leadership- the New Estate Planning
© 2013 Empowered Wealth LC.
![Page 3: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/3.jpg)
Gas Prices
Mid-East Violence
Corporate Fraud
Housing Bubble
War on Terror
Weak U.S. Dollar
Social Security
Federal Deficit
The New Economy
Personal Debt
Stagnant Market
China Emerges
www.time.com
Time Magazine 1970-1980
© 2012 Empowered Wealth LLC.
![Page 4: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/4.jpg)
Go BIG! Begin In Gratitude-
© 2013 Empowered Wealth LLC.
![Page 5: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/5.jpg)
We Live in a World of Abundance
Abundance is not something we acquire, it is something we tune into.” …Wayne Dyer
![Page 6: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/6.jpg)
Progress the last 100 years:
© 2013 Empowered Wealth LLC.
Cost of Food ↓10% Cost of Electricity ↓20%
Cost of Transportation ↓100%
Cost of Communication ↓1000%
Source: Abundance: The Future Is Better Than You Think by Peter Diamandis
![Page 7: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/7.jpg)
Progress the last 100 years:
© 2013 Empowered Wealth LLC.
Average Human Life Span ↑2X Average per-capita income ↑3X Childhood Mortality ↓10X
Source: Abundance: The Future Is Better Than You Think by Peter Diamandis
![Page 8: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/8.jpg)
Poverty Redefined In U.S. the number of people under poverty line:
© 2013 Empowered Wealth LLC.
99% have electricity, water, toilet, refrigerator 95% have television
88% have cell phones
70% have a car and air conditioning Source: Matt Ridley of The Rational Optimist, www.rationaloptimist.com
![Page 9: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/9.jpg)
The Earth is running out of water!!
Earth is 70% water
97% of water is salt water
80% of non-salt water is ice
That leaves .5% of all water usable
The SlingShot will process 1,000 liters of water/day @ 2 cents/liter
© 2013 Empowered Wealth LLC.
![Page 10: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/10.jpg)
Energy: We are running out of energy sources!
16 terawatts of energy hit the earth every 88 seconds! Cost of solar energy is now 50% of the cost of diesel.
© 2013 Empowered Wealth LLC.
![Page 11: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/11.jpg)
Moore’s Law: Moore's Law suggests the transistor density of an integrated circuit doubles approximately every 24 months.
© 2013 Empowered Wealth LLC.
![Page 12: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/12.jpg)
New Technologies: Cloud Computing
Sensors & Networks
Robotics
3D Printing
Synthetic Biology
Digital Medicine
Nanomaterials
Artificial Intelligence
© 2013 Empowered Wealth LLC.
![Page 13: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/13.jpg)
© 2013 Empowered Wealth LC.
Twenty-six years from now….
8,192 times more capability!!
![Page 14: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/14.jpg)
Algorithms and Their Effect on the Future
© 2013 Empowered Wealth LC.
![Page 15: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/15.jpg)
Connectivity: 2 Billion people are connected to the internet.
By 2020 Five Billion people connected to the Internet
Source: Abundance: The Future Is Better Than You Think by Peter Diamandis
© 2013 Empowered Wealth LLC.
![Page 16: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/16.jpg)
The Connection Economy the industrial economy will not survive scarcity and abundance have been flipped
we have too many good choices--there's an abundance of things to buy and people to hire.
high-quality work is no longer scarce competence is no longer scarce, either … Seth Godin, The Icarus Deception
© 2013 Empowered Wealth LLC.
![Page 17: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/17.jpg)
© 2012 Empowered Wealth LLC.
12,000,000 businesses owned by baby boomers in the United States
70%+ are expected to change hands in the next 10 to 15 years.
Source: Robert Avery of Cornell University
![Page 18: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/18.jpg)
a “Blue Man” company
![Page 19: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/19.jpg)
a “Siegfried and Roy” company
![Page 20: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/20.jpg)
“The Mirage suffered financially, not just from the loss of $50+ million in annual ticket sales, but from having to forgo untold millions in sales of food, beverages, hotel rooms and the casino's gambling winnings.” … Las Vegas Advisor
© 2013 Empowered Wealth LLC.
![Page 21: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/21.jpg)
“An MGM Mirage spokesman said losing Siegfried & Roy is a bigger hit to the Mirage brand than to its finances, because the entertainers are "practically the faces" of the hotel, and finding a new hotel brand or identity will be difficult.”
… Las Vegas Advisor
© 2013 Empowered Wealth LLC.
![Page 22: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/22.jpg)
The Three Greatest Fears facing affluent families:
1. Loss of Choice and Control…
They want the freedom to make decisions about those things that matter most:
• Business/Investment Opportunities • Personal Growth • Leisure and Passions
© 2012 Empowered Wealth LLC.
![Page 23: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/23.jpg)
The Three Greatest Fears facing affluent families:
2. Wealth Becomes a Negative Influence…
Children and heirs have no motivation No passion No abilities to be productive Subject to “Affluenza”
© 2012 Empowered Wealth LLC.
![Page 24: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/24.jpg)
3. No Empowering Legacy… Their work will end when they do. No system to capture life’s experiences for
future generations. Won’t be remembered. Too busy to focus on what matters most.
© 2012 Empowered Wealth LLC.
The Three Greatest Fears facing affluent families:
![Page 25: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/25.jpg)
Are these fears justified?
The Three Greatest Fears facing affluent families:
© 2012 Empowered Wealth LLC.
![Page 26: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/26.jpg)
Shirt Sleeves to Shirt Sleeves in 3 Generations
Nearly 70% of all family firms fail before reaching the 2nd generation; 88% fail before the 3rd generation; only a little more than 3% survive to the 4th generation and beyond. …. The Family Firm Institute, Brookline, Massachusetts.
© 2013 Empowered Wealth LC.
![Page 27: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/27.jpg)
The 3rd Generation—the “Brittle” Generation
© 2012 Empowered Wealth LLC.
![Page 28: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/28.jpg)
“It has left me with nothing to hope for, with nothing definite to seek or strive for. Inherited wealth is a real handicap to happiness.” - William K. Vanderbilt, grandson of Cornelius Vanderbilt
The Vanderbilts:
© 2012 Empowered Wealth LLC.
![Page 29: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/29.jpg)
Traditional Estate Planning has Become a Game of:
Divide,
Defer,
Dump,
Dissipate…
© 2012 Empowered Wealth LLC.
![Page 30: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/30.jpg)
“It requires a great deal of boldness and a great deal of caution to make a great fortune;
and when you have got it, it requires ten times as much wit to keep it.”
The Rothschilds:
© 2012 Empowered Wealth LLC.
- Nathan Rothschild
![Page 31: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/31.jpg)
© 2012 Empowered Wealth LLC.
They are shifting the way they think about wealth.
The Shift
![Page 32: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/32.jpg)
Copyright Empowered Wealth, LC 2005-2006
© 2012 Empowered Wealth LLC.
![Page 33: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/33.jpg)
Financial
THINGS - your financial and material possessions
Well-being Friends Heritage Character Unique Ability Talents
Core Experience
Systems Ideas Traditions Alliances Skills Networks
•Cash •Real Estate •Stocks, Bonds
We Optimize Family & Business Wealth
•Health •Values (Virtues)
•Education •Experiences •Reputation
Contribution Taxes
Charitable Contributions of Core, Experience and Financial Assets through your Family Foundation
THE Family Empowered Treasury™
THE Empowered Wealth
System™
Re-direct
•Family
•Business
© 2012 Empowered Wealth LLC.
![Page 34: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/34.jpg)
© 2010-2013 Empowered Wealth LC.
We optimize Family Wealth “True” Wealth
![Page 35: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/35.jpg)
“All successful multi-generational family businesses ultimately transition into a business family.” …Philippe de Gaspé Beaubien, founder The Business Families Foundation.
The Tipping Point
© 2012 Empowered Wealth LLC.
![Page 36: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/36.jpg)
The Three Keys of Empowering Intergenerational True Wealth Transfer:
1. A Family True Wealth Philosophy (the Why) Empowered families have a Unifying Vision of who they are; where they are; and where they are going.
© 2012 Empowered Wealth LLC.
2. A Powerful Plan (the What) Empowered families have a Family Leadership Plan that is flexible, empowering and efficient.
3. A Business Family Coach (the How) Empowered families have an experienced coach to bring fresh ideas, motivate and help avoid pitfalls.
![Page 37: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/37.jpg)
Family Leadership- the New Estate Planning
© 2013 Empowered Wealth LC.
![Page 38: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/38.jpg)
we empower families
© 2013 Empowered Wealth LC.
![Page 39: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/39.jpg)
© 2012 Empowered Wealth LLC.
When the business is sold and your client walks out the door… What’s the “next step”?
![Page 40: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/40.jpg)
© 2012 Empowered Wealth LLC.
We protect and empower families that own businesses utilizing concepts and tools that take them to a successful “next step”.
![Page 41: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/41.jpg)
the Smart-Policy Advantage™
We Optimize Business and Personal Life Insurance Products through
Wisdom, Objectivity and Transparency
© 2012 Empowered Wealth LLC.
![Page 42: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/42.jpg)
$ 3 Trillion in Neglected Life Insurance Cash Values - Liability or Opportunity For You?
• Few know what they are being charged or what they are earning
• Largest pool of wealth that’s been neglected by the financial services industry
• Increasing regulatory requirements & fiduciary litigation, these assets can no longer be ignored
www.policylogix.com
![Page 43: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/43.jpg)
Your Clients’ Opportunity with the Smart-Policy Advantage™
A single resource for independent,
objective, and transparent life insurance review.
www.policylogix.com
![Page 44: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/44.jpg)
the Smart-Policy Audit™
© 2012 Empowered Wealth LLC.
Client Benefits: • Average savings 40% • Average increase in benefits 40% • Loose ends tied down • Audit confirms they have a great plan • They are HAPPY no matter what
![Page 45: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/45.jpg)
![Page 46: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/46.jpg)
![Page 47: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/47.jpg)
the Smart-Policy Advantage™
© 2012 Empowered Wealth LLC.
Advisor Benefits: • Strengthens relationship with clients • Potential dollars directly to EBITDA • Increases value of company
![Page 48: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/48.jpg)
Business & Life Insurance
• Buy/Sell Agreements • Key Employee • Disability • Business Valuation • Business Succession • Retirement Funding • Executive Bonus • Business Overhead • Captive Insurance
![Page 49: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/49.jpg)
$3 Trillion Dollar Problem?
• No! It’s a $3 Trillion Opportunity! • Strengthen your competitive advantage -
www.policylogix.com
![Page 50: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/50.jpg)
the Smart-Policy Advantage™
Providing greater business opportunities and protection for you, and greater value for your clients…
© 2012 Empowered Wealth LLC.
![Page 51: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/51.jpg)
We empower families.
© 2013 Empowered Wealth LC.
![Page 52: 2013 CPA WORKSHOPcorprotect.com/documents/EmpoweredWealthppp.pdf · We Live in a World of Abundance . Abundance is not something we acquire, it is something we tune into.” …Wayne](https://reader034.vdocuments.site/reader034/viewer/2022050508/5f9957dc79d9e46e1840edeb/html5/thumbnails/52.jpg)
© 2012 Empowered Wealth LLC.
We help family businesses reach higher levels of empowerment through our 4 step PowerFul Planning Process.