This PowerPoint helps students to consider the concept of infinity.
Education Savings
1. Jonathan R. Wallentine, FSA, CERA, MAAA
Chief Founding Father and CEO/CCO
Lindsay L. Wallentine
Chief Founding Mother and CMO
Fall 2013
Fit4Mom Meeting
Confidential – Not for use with the public
6. Trade Fee
Simple Mobile App
Reoccurring Transfers
Managed by Professionals
Service Fee
$7$0 $8.95 $9.99
NoYes No No
NoYes No No
0% per year*2% per year 0% per year 0% per year
NoYes No No
* amco’s service fee is 0% for the first year to ensure our clients are 100% satisfied with the product before
amco receives a single dollar!
Competition
Large financial institutions have a similar product, but we believe our product is better
Confidential – Not for use with the public 6
9. 5
minutes
to fill out
forms
The cost of
1
monthly
dinner for
two
+ =
$80,000*
for your
child’s
future
1 great
head
start in
life
+
*$80,000 is based on a annual net investment return of 8% and a maximum contribution of $2,000 per year (or $166 per month)
Financial health for families is our mission
Here is one equation we want all families to know
Confidential – Not for use with the public 9
10. Laguna Niguel Franchise Owner
The franchise owners and mamas believe in our mission
Both franchise owners and mamas have publicly thanked us for our product
Laguna Niguel Stroller Strides Mama
Confidential – Not for use with the public 10
Kelly McCabe
Comments
13. Socially responsible consumer productsHealth food products
Financial health productSocially responsible personal care products
Are we a good Fit4Mom?
Financial fitness is an important element of healthy living. A partnership will add an important
dimension to the Fit4Mom brand (financial health).
Confidential – Not for use with the public 13
14. Institutional Distribution:
By leveraging our existing relationships
with large employee benefit consulting
practices, the ӓmco education fund is
available to families through corporate
sponsored employee benefit programs
during open enrollment.
Institutional Distribution:
Corporate wellness programs are the
common solution to help employers
reduce health insurance costs. Fit4Mom
can be a well-being provider as part of a
corporate wellness program.
Retail Distribution:
the ӓmco education fund is rolled out to
numerous family focused organizations.
Retail Distribution:
Our message will include Fit4Mom as an
organization every family should join.
Customer Experience:
amcoEducationfund.com will be
transformed into the premium website for
customers to purchase great financial
health products online.
Customer Experience:
amcoEducationfund.com will feature a
story about our beginning with the
Fit4Mom community.
2013 ӓmco education fund strategic initiatives
Our strategic initiatives will directly benefit Fit4Mom
Confidential – Not for use with the public 14
17. The train is moving forward
As time passes, opportunities to help families pass by…
Confidential – Not for use with the public 17
We need to decide if a partnership makes sense because the social problem we are solving is
moving forward on a critical path with a real timeline we all need to face.
18. An opportunity like this to have a
positive social impact is rare!
A decision to partner will
help hundreds of
American children and
families
If you type into Google: “student loan
debt crisis”, you will immediately see the
severity of the issue our society is facing
Together we can make a difference starting today
A partnership with the ӓmco education fund will directly benefit children and families
Confidential – Not for use with the public 18
19. Jonathan Wallentine, FSA, CERA, MAAA
Chief Founding Father and CEO/CCO
Phone: (949) 441-9847
Email: JonathanWallentine@amcosaver.com
Lindsay Wallentine
Chief Founding Mother and CMO
Phone: (917) 502-9825
Email: LindsayWallentine@amcosaver.com
Office Phone: (949) 481-2180
Monday – Saturday: 7:00AM – 3:00PM
Office Fax: (949) 388-5195
30262 Crown Valley Pkwy. Suite B432
Laguna Niguel, CA 92677
Contact information
Confidential – Not for use with the public 19
For more information, visit our website:
amcoEducationFund.com