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How to generate leads, referrals, appointments, revenue, and business for years to come!

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1 How to generate leads, referrals, appointments, revenue, and business for years to come!

2 Trying to set yourself apart from others in your industry… Trying to create leads… Trying to generating referrals… Trying to get people to show up to appointments… Trying to find qualified candidates… Trying to cover cost… Trying to set yourself up for a comfortable retirement… Growing a business is tough…

3 How to generate leads, referrals, appointments, revenue, and business for years to come! Generate leads while your sleep… Get your customers to give you referrals on a consistent basis… Have people actually want to show up to an appointment… Have a business that could generate as much as or even more than $500,000 a year in recurring revenue and cost less than 1% of that to operate… Have a product that 49 Million people would love to have but just don’t know exist… Have a product that you could use to solicit anyone and build a relationship from there to talk about other products you have that may be suitable for them… What if I could show you a way to….

4 How to generate leads, referrals, appointments, revenue, and business for years to come! Use this Tool to generate leads, referrals, appointments, and revenue if you sell: · annuities, · life insurance, · life settlements, · health insurance, · car insurance, · any other type of insurance, · are a CPA or bookkeeper, · mortgages, · notes, · ppm's, · are a financial advisor · or if you do none of these and want a good way to generate revenue...

5 How to generate leads, referrals, appointments, revenue, and business for years to come! “This truly is a "Business In A Box" it includes everything you need. You can add it on to your current business or it can be its own business.” Rich D., Southlake, TX

6 How to generate leads, referrals, appointments, revenue, and business for years to come! Today you are going to find a way to show people you care Today you are going to be able to set yourself apart from everyone else in your industry Today you are going to be able to find a way to effectively gain new leads, rejuvenate olds ones, multiply current ones, generate revenue, and build a pipeline for years to come

7 How to generate leads, referrals, appointments, revenue, and business for years to come! 49 Million American’s Have 401K’s How many people do you know that have 401K’s How many people do they know that have 401K’s How many of them are looking for help?? There is a need of 49 Million American’s….. I don’t know what you call that but I call it an OPPORTUNITY! Huge Opportunity!

8 How to generate leads, referrals, appointments, revenue, and business for years to come! No one cares about other people’s 401K’s WHY? They can’t make money on them! UNTIL NOW!

9 How to generate leads, referrals, appointments, revenue, and business for years to come! If you were the one helping them with their 401K’s all these years until retirement who do you think they will look to after retirement on where to place their disbursements? The 401K Generator can help you build business now and well into the future. If you get 1,000 subscribers paying you $500 a year. That equates to $500,000 a year in income for you for helping 1,000 people in an area that no one else will. Massive Income Opportunity! *See Earnings Disclaimer on www.401kgenerator.com

10 How to generate leads, referrals, appointments, revenue, and business for years to come! The fact is there are 49 Million American’s with 401K’s and no one cares about them. Now you can be that person. You can be the one that cares. You can help them. In doing so you will give people a reason to give you their information (leads), a reason to tell you their friends and associates information (referrals), a reason to come in and see you at which time you can discuss multiple products such as annuities, life settlements, insurance, and of course 401K”s (appointments), and a reason to pay you for your time (revenue). In addition, you will gain their trust. Set Yourself Apart!

11 How to generate leads, referrals, appointments, revenue, and business for years to come! One of the greatest benefits is you do not need to be a financial adviser to offer this service! WHY? You are selling an educational product not charging for advice It is a newsletter (like WSJ) & a research tool (like IBD) It is based on the SPX (an index you can’t buy or sell) Providing a report of buy and hold & an the educational risk management strategy on all funds if they would have followed educational strategy (all funds entered/exited on same day). Your subscriber chooses buy and hold or the risk management strategy They choose what funds to buy/sell. They choose whether or not to apply the SPX signal to their funds.

12 How to generate leads, referrals, appointments, revenue, and business for years to come! 1946 to 1964 79 million baby boomers were born Mutual funds began in 1971 (first boomers turned 25) There are now 10.7 trillion in funds and 4.1 trillion in retirement accounts (IRA’s and 401k’s etc..), 46% is in 401k’s 10,000 baby boomers retiring every DAY for 19 years 25 Million Americans have over $17,000 4 Million have over $60,000 1.5 million have over $75,000 Can’t make up stock market losses with your paycheck when your retired. Who are they going to turn to as they start to do withdrawals? Build A Pipeline Of Business For Years To Come!

13 How to generate leads, referrals, appointments, revenue, and business for years to come! HOW MANY PEOPLE WOULD ANSWER “NO” TO THE FOLLOWING 2 QUESTIONS? 1)“Do you know if you have the best or worst performing funds in your 401K?” 2) “Do you have a risk management strategy if the market were to crash tomorrow”? Probably just about everyone you talk to with a 401K would answer “No” to both of those questions. And if they don’t have one they can refer you to someone who does. What if you could tell them “With a 15 minute phone or in person appointment I can help you answer “YES” to both of those questions”? Do you think they would be interested? Do you think they would show up to the appointment? Do you think they would tell their friends about it? The answer is yes. That is why this is such an amazing tool!

14 How to generate leads, referrals, appointments, revenue, and business for years to come!

15 “The mutual fund analyzer is not simply a door opener, this is a kick the door down opener. It is the door opener of all door openers. If you can't see people with this tool you can't see anybody. I consider myself a prospector of all prospectors. And this is a phenomenal tool to get you in front of people. They have never seen anything like this....It gets their attention. This easily gets you appointments. This is an incredible prospecting tool. You can help people with their 401K's. Something that no one is helping them with. It is a beautiful tool to help people not simply wing it with their 401k's.” Dean V. Limerick, PA

16 How to generate leads, referrals, appointments, revenue, and business for years to come!

17 “My next door neighbor. Never really get into the other things I do with him. I sent him the video of the mutual fund analyzer. He buys it from me. He sends an email to 15 other people referring them to me. One of the guys calls me and want to sign up. Ed is a gentlemen great guy, a nuclear engineer, runs four power plants. I would not even have been talking to Ed if it was not for the mutual fund analyzer. He states he has about $100,000 he has no idea what to do with. He came to seminar he was impressed. Met with him next day. He filled out an application. He was going to put a $100,000 into life settlements and about $200,000 over a five or six year period into life insurance. Do the math huge commissions. The mutual fund analyzer sell led to a whole bunch of other things. In addition, the program helped me meet with another guy who was a doctor who is committing $400,000 to life settlements. I get to give these guys a great service and make a nice chunk of money myself.” Dean V. Limerick, PA

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21 What does it cost & include?

22 How to generate leads, referrals, appointments, revenue, and business for years to come! 1.Rights to do unlimited reviews and print outs reports for current/potential clients with the mutual fund analyzer. 2.Rights to resell service to 1,000 clients (subscribers). 3.Rights to distribute the signal to clients. 4.And FREE access to the total “Business In A Box” What are you getting?

23 How to generate leads, referrals, appointments, revenue, and business for years to come! If you lost 50% in the Market in year 1, then grew 50% in year 2, your investments would be even because your average annual yield is 0%. – Year 1 $10,000 + [(-50%) x ($10,000)] = $5,000 – Year 2 $5,000 + [(50%) x ($5,000)] = $7,500 Wall Street Math The average annual yield means absolutely nothing. It’s simply a form of misdirection.

24 How to generate leads, referrals, appointments, revenue, and business for years to come! S&P 500 Performance

25 How to generate leads, referrals, appointments, revenue, and business for years to come! “Buy & Hold” 10% a Year?? * S&P 500 Not Including Dividends & Fees

26 How to generate leads, referrals, appointments, revenue, and business for years to come! Your Client’s Goal – Maximize return on investment & reduce risk Teach Them How To Answer Yes To These Questions – Do you know if you have the best or worst performing funds in your 401K? – Do you have a risk management plan for WHEN (not IF) the next market crash happens? Introduce the educational risk management strategy No More “Buy and Hold”??

27 How to generate leads, referrals, appointments, revenue, and business for years to come! The Approach – Monitor every mutual fund in the United States 23,000+ mutual funds – Analyze each fund’s performance versus the Market and versus each other using seasonal, fundamental, technical and statistical information – Anticipate market trends based on an understanding of how investors are likely to respond to market conditions Not Day Trading – Only 1 to 4 bull/bear signals per year – About a much time as it takes to order 3 pizzas a year Not Really “Timing the Market”

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34 How to generate leads, referrals, appointments, revenue, and business for years to come! Example – Mutual Fund Analyzer

35 How to generate leads, referrals, appointments, revenue, and business for years to come! 401k Mutual Fund Growth Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

36 How to generate leads, referrals, appointments, revenue, and business for years to come! The Protect & Grow Solution 1) “Mutual Fund Analyzer” – Answers: Do you know if you have the best or worst performing funds in your 401k? Analyzes over 22,000 mutual funds with over 20,000 companies 401K plans prebuilt in on buy and hold in seconds. AND Compare side by side buy and hold with the newsletter signal. 2) “Market Newsletter Signal” – Answers: Do you have a risk management plan for the next market crash? – Provide an educational risk management plan. 3) “Alerts” – Plus, provide you a simple way to keep up with the market through the signal

37 How to generate leads, referrals, appointments, revenue, and business for years to come! Limited Time Offer! Right now, we are including Over 20 Resources ABSOLUTELY FREE With all 401K Generator Subscriptions! “Business In A Box” Promo!

38 Resell Rights to 1,000 Subscribers – 1,000 User Logins – 1,000 Email Alerts Accounts – 1,000 Text Alert Accounts Private Label Website Includes – Sales Video – Lead Generation Page – Referral Generation Page – Appointment Generation Page – Revenue Generating Page – Login Page For Subscribers Subscribers Have Access To The: – Basic Mutual Fund Analyzer – Bull/Bear SPX Market Newsletter – Video Newsletter Premium Analyzers – Private Labeled Analyzers – Professional Version of The Mutual Fund Analyzer – Professional Version of Stock/ETF Analyzer – In addition you can print unlimited analyzer reports to paper or PDF 401K Generator Back Office – Over 20 Training Videos – Sales Training for Phone, In Person, Appointment & Presentation Sales – Online Forum For Questions – Private Labeled Resource Documents – Flyers, PPTS, User Agreements & More Look at the FREE bonus “Business In A Box” solution with the 401K Generator subscription!

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58 Give Your Clients Access To: – The current signal, – The video newsletter, – The mutual fund analyzer – The email alerts – The mobile text alerts

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68 Professional Printable Private Label Version Examples

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72 Testimonial! Lets see what other 401k Subscribers and their customer are saying! Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

73 How to generate leads, referrals, appointments, revenue, and business for years to come! 85-90% Close Ratio "Our close ratio is somewhere around 85% to 90%!" We have been using this for about a month....I will tell you it is the absolute most powerful tool you will have in your practice....You will have access to everybody in the world of employees....There are 49 Million American 401(k) holders today...Our close ratio is somewhere around 85% to 90%....Whether it is inside their 401(k), outside their 401(k)...or in their IRA Account...If you have clients with a college savings account you've got to get them into this! -Kevin Southlake, Texas -401k Generator Subscriber Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

74 How to generate leads, referrals, appointments, revenue, and business for years to come! Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com “I’ve actively managed my investments and my 401k for my entire life, but I must say, I recently learned more in an hour with Jim and Kevin [401k Generator subscribers] than I had in the past 20 years combined.” – Jim S., Visalia, CA --401k Generator Subscriber’s Customer

75 How to generate leads, referrals, appointments, revenue, and business for years to come! “I want to thank you!!! Because of SPX Bull Bear Signal Newsletter, I was able to save my retirement investment from the 2010 “Flash Crash”. In May, the Newsletter Signal said the market was bearish and I followed it. By doing so, I was able to save myself from a huge loss. While my co- workers were stressed out watching their retirement accounts fluctuate in an unstable market; I was able to sit in a cash position and make a little bit of money in a money market fund. Now I am ready to invest into the market again with some confidence. Thanks again for saving my retirement investment and helping me reinvest so I may have a better retirement.” - Lai-Ping King County Retirement Account --401k Generator Subscriber’s Customer Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

76 How to generate leads, referrals, appointments, revenue, and business for years to come! “Thank you for being so fast to respond to any questions and so quick to act to request. I’ve learned so much and it is great being able to help people in an area where they have been seeking it but have not found it” God Bless, Bob C., Pittsburgh, PA 401k Generator Subscriber

77 How to generate leads, referrals, appointments, revenue, and business for years to come! “…Thanks for your explanation ….my client Peter….called me a few minutes ago…[and] noted how poorly his 20+ funds had performed over the past 5 years based on the information from the Fund Analyzer, and he wishes he had this tool 5 years ago. He indicated he has probably lost $100,000 or more with his buy and hold strategy. He is looking forward to much better performance in the future…Thanks for your support for my client.” -Peter & Tom A. in Collegeville, PA --401k Generator Subscriber & Subscriber’s Customer Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

78 How to generate leads, referrals, appointments, revenue, and business for years to come! “Absolutely a no-brainer! In 30 years as a Certified Public Accountant, this is the most exciting thing I’ve seen!” – David Z., CPA, Peru, IN

79 How to generate leads, referrals, appointments, revenue, and business for years to come! “As of October 6 th, 2010 account value was $291,528.77 “I transferred my AMR 401K funds from the EZ Tracker (that’s what most pilots use now), to the Mutual Fund Watch on Oct 6 th. “Just 19 days later the account value was $301,045.59 As of January 1 st 2011 my “account value was $333,000” That’s a 14% return in less than 3 month!” Joe B. American Airlines Retirement Account Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com

80 How to generate leads, referrals, appointments, revenue, and business for years to come! “You helped me to understand how to choose the mutual funds to invest in and why, and you never once asked me to change brokers. The integrity you exhibited is a real breath of fresh air.” -Robert C., Tacoma, WA --401k Generator Subscribers Customer

81 How to generate leads, referrals, appointments, revenue, and business for years to come! Past performance is not a guarantee of future results. Nor are similar results implied. Results based on January 2005 to December 31 st, 2010. See www.401kgenerator.com for full disclaimer.www.401kgenerator.com “I knew someone would figure this out, but I had hoped it would be me. This will be an enormous benefit to my clients!” – Eddie B. (former) TD Ameritrade Account Executive

82 How to generate leads, referrals, appointments, revenue, and business for years to come! “I love your training videos you did an awesome job! All the videos are great but the “sales one” is a college course!! The new sales training video is unbelievable!!! Great job as I'm going to watch it a couple of times again over the weekend! I can't tell you enough how impressed I'm am with not only this great tool but the sales support is the best I've seen in over 25 years in the insurance and financial service industry. Keep up the great work! Thanks for all the material. Thanks so much for this great opportunity! God Bless,” John H. Skaneateles, NY 401k Generator Subscriber

83 How to generate leads, referrals, appointments, revenue, and business for years to come! “Everyone should subscribe to this! It is absolutely amazing.... Subscribe right now this is the most amazing product you will ever have to offer clients.” -Garry M., PA 401k Generator Subscriber

84 How to generate leads, referrals, appointments, revenue, and business for years to come! You’ve seen everything there is to know about the The 401k Generator, you can continue to do what you have done, or improve on it and you can add a huge value to your services and have leads, referrals, appointments, revenue, and business flowing to you for years!!!! So here is what to do next, go to www.401kgenerator.com www.401kgenerator.com And click on order “401k Generator Right Now!”

85 How to generate leads, referrals, appointments, revenue, and business for years to come! REMINDER Limited Time Offer! Right now, we are including over 20 Resources ABSOLUTELY FREE With all 401K Generator Subscriptions! “Business In A Box” Promo!

86 Resell Rights to 1,000 Subscribers – 1,000 User Logins – 1,000 Email Alerts Accounts – 1,000 Text Alert Accounts Private Label Website Includes – Sales Video – Lead Generation Page – Referral Generation Page – Appointment Generation Page – Revenue Generating Page – Login Page For Subscribers Subscribers Have Access To The: – Basic Mutual Fund Analyzer – Bull/Bear SPX Market Newsletter – Video Newsletter Premium Analyzers – Private Labeled Analyzers – Professional Version of The Mutual Fund Analyzer – Professional Version of Stock/ETF Analyzer – In addition you can print unlimited analyzer reports to paper or PDF 401K Generator Back Office – Over 20 Training Videos – Sales Training for Phone, In Person, Appointment & Presentation Sales – Online Forum For Questions – Private Labeled Resource Documents – Flyers, PPTS, User Agreements & More Look at all what is included with your “Business In A Box” 401K Generator subscription!

87 Today YOU ARE HERE Trying to get them to call you… Trying to get them to show up to an appointment… Trying to get them to give you a referral Trying to sell just what everyone else is selling Be Like Everyone Else…. Don’t Increase Your Value Tomorrow FORK IN THE ROAD Set Yourself Apart…. Increase Your Value $$$ You Have A Choice To Make! Generate Leads Generate Revenue Generate Appointments Generate Referrals Generate a Pipeline Of Business For Years To Come OR

88 How to generate leads, referrals, appointments, revenue, and business for years to come! Do the math huge commissions. The mutual fund analyzer sell led to a whole bunch of other things. I would not even have been talking to Ed if it was not for the mutual fund analyzer. He was going to put a $100,000 into life settlements and about $200,000 over a five or six year period into life insurance. In addition, the program helped me meet with another guy who was a doctor who is committing $400,000 to life settlements. I get to give these guys a great service and make a nice chunk of money myself.” Dean V. Limerick, PA Remember Dean!

89 How to generate leads, referrals, appointments, revenue, and business for years to come! “What are you doing today that you did not do yesterday to make your tomorrow better than today” - Johnny Wimbry Step 1) – Go to www.401kgenerator.comwww.401kgenerator.com Step 2) – Click on the subscribe now button and get immediate access Step 3) – Go ahead and use system today to help you create leads /referrals/appointments/revenue/future business


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