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A Business Opportunity Perfect For 2020 & Beyond

Patrick Bet-David is the Founder of PHP Agency, the host of Valutainment, and the author of the WallStreet Journal Best-Seller, Your Next Five Moves. 

If You Would Like to Start Your Own 7-Figure Financial Services Business, Fill Out the Quick Form Below & One of Our Coaches Will Contact You In 24 Hours.

Timing is Everything

The Great Wealth Transfer

Boomer Money

Trillion

> The baby boomer generation holds approximately $68 trillion dollars in their traditional retirement accounts.

> The first group of these boomers became eligible to withdraw from these funds in late 2005 when they hit the age of 59 ½.  

Average Boomer Loss 

%

> In More Recent Events – The Global Market Crash Caused By the COVID19 Pandemic Caused Losses at An Average of -37% In the First Quarter of 2020.

The Boomer’s 2 Choices, Post-Crash

1. Pull their money out and put it in a secure, fixed account.
2. Stay in the market and wait for its eventual return.

Naturally, a portion of the boomers began withdrawing their funds right away and looking for more secure account options.

The other group decided to stay in the market, continue to work and contribute to their accounts, and when the market returns, then they can retire. 

“Move Your Money, Or Else”

The IRS Required Minimum Distribution (RMD) law states that traditional retirement account owners have until the age of 72 to begin withdrawing from their funds. If they don’t, then the IRS will take 50% of their assets as taxes.

So, either by choice because they want security OR through the forces of the IRS tax code, the Boomers must transfer the funds out of their traditional retirement accounts.

The deadline for this transfer is the year 2034.

Meaning once the deadline hits, the wealth transfer is complete, and the opportunity to make millions is gone. 

The "Great Wealth Transfer" Ends In:

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Where Would The Boomer’s Put Their Money?

Somewhere That Offers Security AND the Potential For Real Growth

What This Means For You

More Millionaires & Billionaires Have Been Created In Financial Services Than Any Other Industry In the World. 

Referral Partner

10% Referral Fee

The Referral Partner Refers One Client Who Opens a $1 Million Retirement Account.

 

  • $1,000,000 x 6% (average) = $60,000
  • 10% x $60,000 = $6,000 paid to you*

Personal Producer

30% – 60% Commission

The Personal Producer Generates One Client Per Month Who Opens a $1 Million Retirement Account.

 

  • $1,000,000 x 6% (average) = $60,000
  • 50% x $60,000 = $30,000 paid to you*

Agency Owner

With a Team of 10 Agents

Each Agent Generates One Client Per Month Who Opens a $1 Million Retirement Account.

  • $1,000,000 x 6% (average) = $60,000
  • 10 Accounts = $600,000 
  • 25% (override) x $600,000 = $150,000 paid to you*

* The quoted referral fees, personal commissions, and/or override commissions are all calculated based on a presumed opening deposit of $1 million placed inside of an Indexed Annuity that pays out a 6% commission to the field. The quoted incomes are examples only and not guaranteed. All Personal Producers and Agency Owners must be licensed with their state of residence to be able to transact the sale of Indexed Annuities. Fees and commissions are only paid out upon completion of new account, and can be charged back if the client closes their account within their first 12 months. 

If You Would Like to Start Your Own 7-Figure Financial Services Business, Fill Out the Quick Form Below & One of Our Coaches Will Contact You In 24 Hours.