Look at the state of our country today

Like Many of

YOU

I wonder what the heck has

happened?

Of an Average American

I Am Referring to the:

Out of Control Debt

Average Household Credit Card balance

Average Interest Rate

$19,000

15.15%

Consumer

Minimal Savings

US Savings Rate

NO Retirement Planning

8%

– 1%

1970

Today

NO College Fund for Kids

Stock Market Losses

– 38%2008

Soaring Fed & State

Low Interest Rates

Falling House Prices

Is this the

bottom?

Disappearing JOBS

Social Security Will it be there…

for YOU?

“so-so”

Facts of Life

Let’s Look at...

Let’s Look at...

At Age65Source: US Bureau Of Labor and Statistics

Out of a 100

36DEAD

Out of a 100

54DEAD

BROKE

Out of a 100

5STILL

WORKING

Out of a 100

4FINANCIALLY

SECURE

Out of a 100

1WEALTHY

Minority 5%Majority 95%NO STRATEGY

Earn low rate of return

Pay too much in taxes

Employee

SPEND

NO PROTECTION

Drowning in debt

At retirement –NO SAVINGS

Forced to go back to work

HAVE A PLAN

Professionally Managed

Save on taxes

Business Owner or Investing

SAVE

PROPERLY PROTECTED

Lives debt-free

At retirement-HAVE ENOUGH

Enjoying retirement years

It wasn’t raining when Noah built his Ark

Ask Yourself…

Which group you want to be in

What are you doing about it

Do you see your situation

changing soon

Preparation

+Opportunity

=

Success

Who we are

Financial Services Marketing Company

Leadership Team With Vast Experience

Provide A Once In A Lifetime Opportunity

Established since 1844

150 years of providing financial peace of mind

Employs approx. 30,000 people

United States Netherlands United Kingdom

Ranked 98 out of 2000 world’s biggest and

most powerful public companies

A.M.

BestMoody's Fitch

Standard

& Poor's

Transamerica Life Insurance Company A+ A1 AA AA

Transamerica Financial Life Insurance Company A+ A1 AA AA

Merrill Lynch Life Insurance Company A+ A1 AA AA-

ML Life Insurance Company of New York A+ A1 AA AA-

Monumental Life Insurance Company A+ A1 AA AA

Stonebridge Life Insurance Company A+ A1 AA AA

AEGON Americas

Our CauseOur MissionTo help families build and

protect financial future

Our PurposeServing our clients’ needs

Our VisionTo build the most well respected and

largest financial services marketing

company in the country

Our Services

We can help …

People Who:

Are Concerned About Funding Their Retirement…

Concerned About Funding College For Their Kids…

Want to Learn How To Manage Their Money Properly

Get Out Of Heavy Consumer Debt…

Wants Their Financial Life To Get Better…

Looking For Ways To Make Additional Income

Who You Are

MOREIncome. Opportunity. Security.

Who You Are

CONTROLYour schedule

Your timeYour business

Unlimited income

Be your own boss

An Organization with:

SUCCESSFULTrack record

Innovative training

Personal mentoring

Business model

Top tier financial products

1. Hands-on Training

2. Regular Agency Meetings

3. Company-sponsored Schools

4. Up-to-date Technology

5. Industry-sponsored Education

Training YOU to be the BEST

Cash Flow

Example based on 1 life app per

week per Associate

$-

$10,000.00

$20,000.00

$30,000.00

$40,000.00

$50,000.00

$60,000.00

$70,000.00

$80,000.00

$90,000.00

$100,000.00

Associate Associate General Agent

AGA w/ 5 People

$17,280.00

$34,560.00

$100,000.00 Or More

Incentives & Awards

Wealth

AccumulationStock Options Trips

You Have

esire

ream

rive

No

Matter

Who

You Are

Our Philosophy

Respect People

Make Money

Have Fun

Option 1

Become a

Client

FULLPART

Option 2

Twin-Career

as a

Financial

Professional

Start

Option 3

Owner

Full Time

Decide which option/s fits you

Take the NEXT step

A Good Opportunity Only Becomes Great

When You Act On It!

Fill out a Survey Card

Presentation created by:

Charles Lee

charlesnlee@gmail.com