Hi,
Per our conversation - there is an excellent window of opportunity for business owners.
- DBA, Sole Proprietors
- Multiple Property Owners (rental income)
- "Official" home based businesses (MLM, Network Marketing etc.)
These business owners now can get a PROTECTED PRIVATE PENSION - TAX FREE.
Here's how it works: TEAMWORK ;-)
1) The client must have a DBA, Sole Proprietorship or LLC (registered corporate entity with separate bank accounts). They must have an active business (generates revenue/sales/rents).
2) Client must register for the BUSINESS BUILDER or INCOME BUILDER program.
We both do the "DREAM MAP" (financial analysis: business & personal).
We then implement an AFFORDABLE Investment & Protection Plan.
Examples:
- Family Insurance Plan (Guaranteed Benefits): using IUL ~$150 - $500+ month
- Private Pension Plan (Guaranteed Benefits): using VA ~$250 - $500+ month
(VA starts with IRA/401k rollover or lumpsum. Use FoxHall or Hanlon subaccounts)
3) The client's company PAYS from the COMPANY CHECKING ACCOUNT.
The client's company is a listed BENEFICIARY. (Increase BUSINESS ASSETS)
Therefore costs (monthly premiums) are TAX DEDUCTIBLE EXPENSES (i.e. TAX FREE).
TOTAL BENEFITS FOR CLIENT
- TAX FREE Investment, Insurance (Tax Deferred Growth, Asset Accumulation & Protection)
- Private Pension (GUARANTEED INCOME BENEFITS)
- MORE TAX DEDUCTIONS
BENEFITS FOR YOU
- Increase Client Service Offering
- Immediate Income (BUSINESS BUILDER / INCOME BUILDER pays monthly residual $50+)
- HAPPY CLIENTS: balances go up (not varying with stock market - Remember 2008)
Interested?
Let's get started. Call me on Wed 06/17/09.. (Victor: 917-653-4406)
We'll schedule five (5) client conference calls/appointments.
GOAL: Complete three sales in the next 60 days - June/July 2009.
All the Best
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Millennium Lyon Asset Management
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