The  DARE METHOD How to Meet and Exceed  Your Own Expectations for Savings
Objective <ul><li>In all cultures, the “Golden Rule” applies; “He who has the gold, makes the rules”. This has been how th...
Change Your Thinking, Change Your Life <ul><li>What you are learning will cause you to run into opposition from the way yo...
Banks lend money and get more back. <ul><li>You either make a deposit or take out a loan </li></ul><ul><li>The bank invest...
Why not become your own bank? <ul><li>It takes millions of dollars </li></ul><ul><li>It may take years to receive a charte...
How Do I Get Started? <ul><li>Understand that it took you a long time to get where you are, it will take a few years to ge...
What Do I Want? <ul><li>“ Save, even when you must spend.” </li></ul><ul><li>Most people live above their means. </li></ul...
How Disneyland Began <ul><li>Everyone has a dream. Walt Disney refused to let any obstacle keep him from achieving his des...
The Problem of Knowledge <ul><li>The difference between knowing what you know and thinking that you know is </li></ul><ul>...
The Problem of Wealth <ul><li>Find out where the money is and go find it. After you find it, learn to KEEP IT!  </li></ul>...
Cost Analysis <ul><li>If you purchase another car costing $20,000 every 4 years for the next 20 years, you will have paid ...
The Strengths of the Plan <ul><li>You can become Debt Free quickly (5-7 years) </li></ul><ul><li>Have money for investment...
Key Benefits <ul><li>You recapture all the money you have paid in interest on your car, appliances or home. </li></ul><ul>...
Next Steps <ul><li>I can give you specifics on how to implement this plan for less than your mortgage payment and accelera...
Can You Keep An Open Mind? <ul><li>This funding method has been used by large corporations and business people for over 10...
The Perfect Banking System Should Do What? <ul><li>You should be able to earn a tax deferred rate of return. </li></ul><ul...
Open Your Mind to Financial Freedom! <ul><li>Not 1 in 1000 Financial Planners, CPA’s Lawyers or Insurance Agents know abou...
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Personal Banking How To Be Your Own

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A plan to expand your ability to save money and access it on a tax favorable way for not only retirement, but personal expenditures.

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  • .
  • Walt Disney wanted to build a place for families to come that would be a technological marvel and would display all his characters. Roy Disney, his brother, controlled the money and refused to give him any startup funds. Walt used the cash values of his Life Insurance Policy to help start and staff Disneyland.
  • Personal Banking How To Be Your Own

    1. 1. The DARE METHOD How to Meet and Exceed Your Own Expectations for Savings
    2. 2. Objective <ul><li>In all cultures, the “Golden Rule” applies; “He who has the gold, makes the rules”. This has been how the rich get richer and the middle and lower classes remain in bondage </li></ul><ul><li>In order to become successful, you must change your thinking & way of life. </li></ul>
    3. 3. Change Your Thinking, Change Your Life <ul><li>What you are learning will cause you to run into opposition from the way you used to think. </li></ul><ul><li>Remember when you sincerely believed in Santa Claus, the Easter Bunny and the Tooth Fairy? If anyone told you they did not exist you would have fought them with all your might. </li></ul><ul><li>You can sincerely believe something, but be sincerely wrong! </li></ul>
    4. 4. Banks lend money and get more back. <ul><li>You either make a deposit or take out a loan </li></ul><ul><li>The bank invests the money and receives a return on the investment and interest you pay on the loan. </li></ul>First City Bank investments Deposits Payments Earnings
    5. 5. Why not become your own bank? <ul><li>It takes millions of dollars </li></ul><ul><li>It may take years to receive a charter for a bank </li></ul><ul><li>You don’t have the know-how to run a bank </li></ul><ul><li>You don’t know what to do </li></ul>Safety Security Liquidity Income
    6. 6. How Do I Get Started? <ul><li>Understand that it took you a long time to get where you are, it will take a few years to get out. </li></ul><ul><li>This is something the rich have been doing for over 100 years, but very few financial professionals know about. </li></ul>
    7. 7. What Do I Want? <ul><li>“ Save, even when you must spend.” </li></ul><ul><li>Most people live above their means. </li></ul><ul><li>People who understand compound interest make it, those that don’t pay it. </li></ul><ul><li>Minimize taxation </li></ul><ul><li>Protect assets from lawsuits, creditors and judgments </li></ul><ul><li>Pass on to future generations </li></ul><ul><li>Tax deferred growth </li></ul><ul><li>Tax free income in the future </li></ul><ul><li>The ability to fund any purchase from cars to homes </li></ul><ul><li>Wachovia Bank uses this technique to the tune of $9 Billion Dollars </li></ul><ul><li>Open your mind and free yourself! </li></ul>
    8. 8. How Disneyland Began <ul><li>Everyone has a dream. Walt Disney refused to let any obstacle keep him from achieving his desire, a theme park built around amusement rides based on his characters </li></ul><ul><li>Do not let what others think keep you from doing the smart thing. </li></ul>
    9. 9. The Problem of Knowledge <ul><li>The difference between knowing what you know and thinking that you know is </li></ul><ul><li>what makes successful people what they are. </li></ul><ul><li>People in the past believed that the earth was the center of the universe, the world was flat and that you could change lead into gold by alchemy. </li></ul>
    10. 10. The Problem of Wealth <ul><li>Find out where the money is and go find it. After you find it, learn to KEEP IT! </li></ul><ul><li>LESSONS: </li></ul><ul><li>Wherever wealth is accumulated someone will try to steal it. (Your relatives, friends or the Government) </li></ul><ul><li>Keep from spending more than you make. </li></ul>
    11. 11. Cost Analysis <ul><li>If you purchase another car costing $20,000 every 4 years for the next 20 years, you will have paid an additional $15,558.56 in interest payments </li></ul><ul><li>($497.70 /month). </li></ul><ul><li>Your total outlay for the cars would be $95,558.56. </li></ul><ul><li>Wouldn’t it make better sense to pay that money to your “bank”? </li></ul>
    12. 12. The Strengths of the Plan <ul><li>You can become Debt Free quickly (5-7 years) </li></ul><ul><li>Have money for investment opportunities </li></ul><ul><li>Can have TAX-FREE money for retirement </li></ul><ul><li>You will never pay finance charges again </li></ul>
    13. 13. Key Benefits <ul><li>You recapture all the money you have paid in interest on your car, appliances or home. </li></ul><ul><li>You make the profits that Banks, Credit Unions and Savings and Loans have made off you for years. </li></ul><ul><li>You maintain control of ALL principal and interest that you have to pay on major purchases. </li></ul><ul><li>You’ll never have to finance anything again in your life. </li></ul>
    14. 14. Next Steps <ul><li>I can give you specifics on how to implement this plan for less than your mortgage payment and accelerate your payoff time-frame, and/or show how to use your mortgage to leverage your retirement income on a tax favored basis. </li></ul>
    15. 15. Can You Keep An Open Mind? <ul><li>This funding method has been used by large corporations and business people for over 100 years. </li></ul><ul><li>The government (IRS) has rules governing its uses, but they all favor the client. </li></ul>
    16. 16. The Perfect Banking System Should Do What? <ul><li>You should be able to earn a tax deferred rate of return. </li></ul><ul><li>You should be paying yourself with a constantly appreciating asset. </li></ul><ul><li>By using withdrawal and loan provisions, you should be able to have tax-free money available for retirement. </li></ul>
    17. 17. Open Your Mind to Financial Freedom! <ul><li>Not 1 in 1000 Financial Planners, CPA’s Lawyers or Insurance Agents know about this technique. </li></ul><ul><li>The beauty of this technique is that it has stood the test of time and doesn’t need improvement. </li></ul><ul><li>It is based on simple mathematics and compounding interest over time. </li></ul><ul><li>Isn’t it time you spread the wealth? </li></ul>

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