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  • 1. The Financial Solutions Company SynergyFinancialPartners.com
  • 2. 2 We find most people fall into at least one or two of these three categories once they hear our story: 1. 1. Business Owner They see the full potential of the business opportunity and want to transition to a full-time career as a SFP business owner as soon as possible. 2. SynergyFinancialPartners.com Self-Employed/Dual Career They get excited about working with SFP to build a tremendous second income business, or they want to build a powerful "Plan B" for down the road. Client The timing to get involved in the business is not right for them, but they see the power of the products and services we offer and they want a better financial plan for the future.
  • 3. 3 MISSION To change the way Americans plan for their financial future. VISION To build the world’s BEST consumer financial education and empowerment company. SynergyFinancialPartners.com
  • 4. 4 Why SFP is Perfectly Positioned to Make Business History… Current State of the Economy THE PERFECT STORM • • • • • • Taxes National Debt Financial Markets Volatility Avg. US Savings Rates at All-time Lows — 1971: 11.75% — 2010: 2.15% Greatest Wealth Transference in History Over the Next 20 Years Financial Services & Insurance Industries • • SynergyFinancialPartners.com • • 2 – Trillion Dollar Industries Products & Solutions vs Productions & Solutions Distribution is the Worst Ever Middle America is Grossly Neglected
  • 5. 5 THE PERFECT STORM Why SFP is Perfectly Positioned to Make Business History… Leadership • • • • Business School Religious Organizations Athletic Teams People • • • • • SynergyFinancialPartners.com Coachable Smart Ambitious Great Work Ethic Culture that Breeds Success Timing • Timing is EVERYTHING System • • • • • • • • Franchise-Like Scalable Proven Predictable Profitable Leverage Residual Income Self-sustaining
  • 6. 6 Here is one of the most profound statements ever made… THE SOLUTION When the problem is big enough, and the solution is big enough, a HUGE opportunity exists for those who are willing to put in the effort to make a difference! Now lets explore… • • • • SynergyFinancialPartners.com The Problem The Solution The Opportunity How it can work for you.
  • 7. 7 The American Family is in Financial Distress… • The last decade has been extremely tough for many Americans. From 2003 through 2012, 22.1 million1 American homes fell into foreclosure2, while over 11.7 million Americans filed for bankruptcies. 3 • American households' median net worth fell a whopping 38.8% between 2007 and 2010.4 • In 2010, ownership of personal life insurance hit a 50-year low. Over 35 million Americans and 30% of households are not covered by a life insurance policy.5 THE PROBLEM 1 Includes projections for year 2012. statisticbrain.com/home-forclosure-statistics/ 3 Source: USCourts.gov 4 FoxBusiness.com Mon., Sept. 12, 2011 5 LIMRA Aug. 2010 2 Source: SynergyFinancialPartners.com
  • 8. 8 THE PROBLEM Critical and chronic illness is also dramatically effecting many Americans Heart Attack • About every 34 seconds, someone in the United States has a myocardial infarction (heart attack).1 Stroke • On average, a stroke occurs every 40 seconds.2 Cancer • • SynergyFinancialPartners.com A new cancer is diagnosed every 30 seconds in the United States.3 1 in 2 men and women will be diagnosed with cancer in their lifetime.4 1.―About Heart Attacks‖ AHA 6/12/11. http://www.heat.org/HEARTORG/Con ditions/HeartAttack/AboutHeartAttack s/About-HeartAttacks_UCM_002038_Article.jsp (24 April 2012) 2.―Impact of Stroke‖ American Stroke Association 18 April 2012 http://www.strokeassociation.org/STR OKEORG/AboutStroke/Impact-ofStroke_UCM_310728_Article.jsp (24 April 2012) 3.―Cancer Facts & the War on Cancer‖ National Cancer Institute. 2012. http://training.seer.cancer.gov/diseas e/war/ (24 April 2012) 4.―SEER Stat Fact Sheets: http://seer.cancer.gov/statfacts/html/a ll.html (25 April 2012)
  • 9. 9 THE PROBLEM Chance of Physical Survival Heart Attack 60% Stroke 70% Breast Cancer 87% Prostate Cancer 98% Chance of Financial Survival • Nearly half of people whose families have been affected by cancer say the costs of cancer care were a burden on their family, including one in six who say such costs were a MAJOR burden.2 • SynergyFinancialPartners.com The cost of a severe heart attack – including direct and indirect costs – is about One Million Dollars.3 • 1.5 Million Americans will declare bankruptcy this year and 60% are due to medical bills.4 1.―Critical Illness Statistics‖ Pinney Insurance Carrier, 2012 http://www.pineyinsurance.com/critic al-illness/statistics.php (13 April 2012 2.―National Survey of Households Affected by Cancer‖ USA Today/KFF/Harvard School of Pub. Health, November 2006. http://www.kff.org/kaiserpolls/upload/ 7591.pdf (13 April 2012) 3.Shaw LJ, Merz CNB, Pepine CJ. Et al. The Economic Burden of Angina in Women with Suspected Ischemic Heart Disease: Results from the National Institutes of Health National Heart, Lung and Blood InstituteSponsored Women’s Ischemia Syndrome Evaluation. Circulation, August 29, 2006; 114(9):894-904 3. ―The Real Risk That You’ll Have a Critical Illness‖ Facts about Critical Illness Insurance Coverage and Costs, 2012 http://www.criticalillnessinsuranceinfo .org/ (13 April 2012).
  • 10. 10 And the Retirement front is just as bleak… For every 100 people who are, or would have been, age 65 today, here is what has happened- THE PROBLEM Have annual incomes under $10,000 Have annual incomes between $10,000 $50,000 19 54 16 11 Have passed away Have annual incomes under $50,000 SynergyFinancialPartners.com American’s have to change the way they plan… before its too late.
  • 11. 11 THE PROBLEM Americans Face 5 Huge Obstacles to Wealth & Financial Peace of Mind Time Taxes Inflatio n Investme nt Losses SynergyFinancialPartners.com Critical and/or Chronic Illness
  • 12. 12 We said earlier… THE PROBLEM When the problem is big enough, and the solution is big enough, a HUGE opportunity exists for those who are willing to put in the effort to make a difference So….. Is the problem big enough? Now lets see if the solution is big enough… SynergyFinancialPartners.com
  • 13. 13 THE SOLUTION Synergy Financial Partners is 100% committed to changing the way American’s plan for the future. Our Proprietary “Financial Blueprint” Needs Analysis is based on the 6 Steps to Financial Security 1. Create an Emergency Fund 3-6 months of living expenses 2. Eliminate Debt Payoff Credit Cards and eliminate Installment Debt 3. Ensure Proper Protection Life, Health, Disability and Long Term Care 4. Save for Retirement Safe Money Strategies to maximize retirement, minimize risk with the most tax advantages 5. Proper Estate Planning Wills, Trust, other final disposition documents SynergyFinancialPartners.com 6. Increase Cash Flow Start a part time business to build an additional income stream for your family
  • 14. 14 Financial Blueprint Financial Security How the process works… THE SOLUTION STEP STEP STEP STEP 1 2 Develop a Plan 3 Take Action 4 Review and Update Plan Regularl y Set Financial Goals SynergyFinancialPartners.com Synergy Financial Partners is an Independent financial marketing organization we do not provide legal or tax advice we encourage you to seek professional legal and professional tax advice prior to making any financial decisions.
  • 15. 15 How Money Works Compound Interest — The Rule of 72 THE SOLUTION Simply divide the number 72 by your expected rate of return to determine the number of years it will take your money to double: Age 4% Age 6% Age 8% Age 12% 29 $10,000 29 $10,000 29 $10,000 29 $10,000 47 $20,000 41 $20,000 38 $20,000 35 $20,000 65 $40,000 53 $40,000 47 $40,000 41 $40,000 65 $80,000 56 $80,000 47 $80,000 65 $160,000 53 $160,000 59 $320,000 65 $640,000 Doubles in 18 years Doubles in 12 years Doubles in 9 years Doubles in 6 years “The most powerful force in the universe is compound interest.” - Albert Einstein SynergyFinancialPartners.com “The person that understands compound interest will earn it. The person that does not will pay it!” - Albert Einstein
  • 16. 16 Taxable Tax-Free Stocks Mutual Funds Real Estate Capital Gains Tax Ordinary Income Tax Municipal Bonds Wages Tax-Qualified Plans Life Insurance Roth IRA THE SOLUTION Smart $ List 1. 2. 3. 4. Free Money Tax-Free Money Tax-Deferred Money Taxable Money Tax-Free TaxDeferred 100% Taxed As Income Taxed 0% $0 Tax Tax SynergyFinancialPartners.com $0 Tax Taxed
  • 17. 17 THE SOLUTION Look at the Effect of Taxation on Money Double $1 for 20 years Year 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 $2 $4 $8 $16 $32 $64 $128 $256 $512 $1,024 $2,048 $4,096 $8,192 $16,384 $32,768 $65,536 $131,072 $262,144 $524,288 20 $1,048,576 Year 1 $1.72 2 $2.96 3 $5.09 4 $8.75 5 $15.05 6 $25.89 7 $44.53 8 $76.60 9 $131.75 10 $226.61 11 $389.77 12 $670.41 13 $1,153.11 14 $1,983.34 15 $3,411.35 16 $5,867.53 17 $10,092.15 18 $17,358.49 19 $29,856.61 SynergyFinancialPartners.com 20 $51,353 28% Tax Bracket
  • 18. 18 Safe Money Strategies to Build Wealth • Did you lose any net worth over the last 10 years? How much of your retirement assets are you comfortable losing? • SynergyFinancialPartners.com • • THE SOLUTION Are your current retirement assets at risk for loss? Are you aware that there is tremendous ―Safe Money‖ deposit and other wealth building products available that most people don’t take advantage of? This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 19. 19 THE SOLUTION Protection & Potential Many people sacrifice return for safety, and other people sacrifice safety for return. Indexing brings together the best of both worlds. Realize gains without ever taking a loss! $100,000 Invested in 1997 $240,000 $230,000 $220,000 $210,000 $200,000 $190,000 $180,000 $170,000 $160,000 $150,000 $140,000 $232,341 $217,417 $185,588 $166,359 $166,359 $155,476 $149,937 $139,237 $130,000 $120,000 $110,000 $100,000 $90,000 $122,504 $117,435 $150,073 $140,255 $131,080 $122,504 $152,488 $146,662 $137,430 $134,631 $133,977 $129,330 $114,490 $126,925 $122,504 $107,000 $166,359 $117.150 $115,449 $103,775 $105,012 $95,529 8/1997 8/1998 8/1999 8/2000 8/2001 8/2002 8/2003 8/2004 8/2005 8/2006 8/2007 8/2008 8/2009 8/2010 8/2011 8/2012 Large Company Stocks Indexed Account SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 20. 20 The Power of No Losses Year S&P 500 Annual Return 2000 -9.11% $ 2001 -11.98% 2002 Cap Floor Adjusted Return 908.90 13% 0% 0.00% $ 1,000.00 $ 800.83 13% 0% 0.00% $ 1,000.00 -22.27% $ 622.49 13% 0% 0.00% $ 1,000.00 2003 28.72% $ 801.27 13% 0% 13.00% $ 1,130.00 2004 10.82% $ 887.97 13% 0% 10.82% $ 1,252.27 2005 4.79% $ 930.50 13% 0% 4.79% $ 1,312.25 2006 15.74% $ 1,076.96 13% 0% 13.00% $ 1,482.84 2007 5.46% $ 1,135.76 13% 0% 5.46% $ 1,563.80 2008 -37.22% $ 713.03 13% 0% 0.00% $ 1,563.80 2009 27.11% $ 906.33 13% 0% 13.00% $ 1,767.09 2010 THE SOLUTION Value of $1,000 Value of $1,000 14.87% $ 1,041.10 13% 0% 13.00% $ 1,996.81 **Past performance is not indicative of future returns. SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 21. 21 What if you could find a product that had all of these benefits? • Protects your savings from market loss, while providing for upside potential that puts compound interest to work for you. Maximizes use of tax-advantaged savings and income opportunities. • Allows access to those benefits in the case of chronic or terminal illnesses. • SynergyFinancialPartners.com • • THE SOLUTION Protects your family if you die or become disabled. Options for guaranteed income** *This is hypothetical scenario is based on the performance of a leading Indexed Universal Life Insurance (IUL) product. **Guarantees are dependent on the claims-paying ability of the issuing company.
  • 22. 23 THE SOLUTION SynergyFinancialPartners.com The Power of Living Benefits
  • 23. 22 THE SOLUTION Indexed Universal Life… Insurance you don’t have to DIE to use… What a revolutionary solution: • Death Protection • Powerful Living Benefits • Tax-Free Savings …all in one solution! Disability Income Money to help pay your bills SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional. Accelerated Living Benefits Chronic, Critical or Terminal Illness Riders Retirement Income Money for a secure retirement Life Insurance Money for your family
  • 24. 24 THE SOLUTION SynergyFinancialPartners.com Get More Retirement Income Without Adding More Risk
  • 25. 25 THE SOLUTION The Tale of Two Brothers The Tale of Two Brothers illustrates the difference between the old way of thinking and the new way. • Both brothers are 35 years-old and save the same amount of money each year. Both are earning $70,000.00 per year. • Both brothers are earning the same 8% rate of return over a 30 year period of time. • Both brothers plan to retire at age 65 - The only difference is Brother New Way is paying taxes on his seed- using after tax dollars to fund his IUL, while Brother Old Way is paying taxes on his harvest – 401(k) savings with pre-tax income. SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 26. 26 THE SOLUTION Brother Old Way Brother New Way Invested in a 401(k) Indexed Universal Life Contributed $6,520 to 401(k) plus $1,050 employer match Pays $680 annual premium for a $600,000 30-year Term Insurance Policy X Fully taxable at retirement. X Subject to Market Risk. X Subject to large, UNDISCLOSED fees. X No use or control prior to age 59 1/2 without penalty. X 98% chance he will not use his term policy. $0 contributions to 401(k) $0 employer match $7,200 annual premium Permanent Protection IUL Initial Death Benefit of $600,000  Provides 100% Tax-Free retirement income & Living Benefits.  Zero Market Risk.  Virtually no limits on contributions.  Complete Use and Control over his money.  Permanent protection to age 120. SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 27. 27 THE SOLUTION 30 Years Later… Brother Old Way Brother New Way Invested in a 401(k) Indexed Universal Life $858,000 balance in 401(k) $709,000 Cash Value in IUL No more Term Insurance; Will cost him $12,000 to replace… IF he can qualify medically $864,000 Death Benefit to pass on to his family 100% completely Tax-Free $65,000 cumulative tax savings over the 30 years $0 cumulative tax savings during accumulation phase Which would you rather have? $858,000 or $709,000? But remember, it’s not what you make that counts, its what you keep! SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 28. 28 The Income Phase Brother Old Way • • • Brother New Way Invested in a 401(k) THE SOLUTION Indexed Universal Life $97,000 Annual Income Costs him $129,334 from 401(k) to net the $97K Income Paid $32,334 taxes @ a 25% rate In 9 years at age 74, Brother Old Way runs out of money and has paid over $291,000.00 in taxes when he needed his money the most during his retirement! • • • $97,000 Annual Income Costs him $97,000 Tax Free via loans from his IUL Paid $0 Taxes If client dies at age 100, he would have received that $97,000.00 for 35 YEARS = $3,395,000 AND his family is left with $3,036,000.00 all Income tax fee! Now which plan would you choose the “Old Way” or the “New Way”? SynergyFinancialPartners.com This is a hypothetical scenario for illustrative purposes only and does not reflect an actual investment in any product. It does not reflect the performance risks, expenses or charges associated with any actual investment. It should not be viewed as an indication of performance for any particular investment. Past performance is not an indication of future performance. Tax/legal advice is not offered by or through Synergy Financial Partners or any affiliated companies and recommends consultation with the appropriate professional.
  • 29. 29 Lets go back to our statement again… THE SOLUTION When the problem is big enough, and the solution is big enough, a HUGE opportunity exists for those who are willing to put in the effort to make a difference! Is the solution big enough? SynergyFinancialPartners.com Now we know for a fact that a TRUE OPPORTUNITY EXISTS! Lets explore how it can work for you.
  • 30. 30 THE OPPORTUNITY Keys to a Successful Business Time Leveragin g • • OPE OPM Residual Income Employee Business Owner Self Employe Investor d SynergyFinancialPartners.com SelfSustainin g • • Right People Right System
  • 31. 31 Community Commerce –vs- Traditional Business and Franchising Three Life-Changing Options: THE OPPORTUNITY Community Commerce “gives people the opportunity, with very low risk and very low financial commitment, to build their own incomegenerating asset and acquire great wealth” Robert T. Kiyosaki, Entrepreneur and Author SynergyFinancialPartners.com • Start Your Own Business — Need idea, time and money • Own a Franchise — $100,000+ to get started • Build An SFP Business — Ready to go! — No-risk – a proven opportunity — Proven turn-key system — Nationwide opportunity — Less than $500 to get started
  • 32. 32 THE OPPORTUNITY SFP is aggressively seeking the following people Coachable Ambitious Have a great work ethic Desire to make a difference Want a better quality of life Center of Influence SynergyFinancialPartners.com
  • 33. 33 THE OPPORTUNITY World-Class Support Synergy Financial Partners offers you World-Class Support to Help you Build your Business such as: • • Experienced Leadership • World-Class Mentorship & Training • Dynamic Promotion & Compensation Plan • Cutting-Edge Marketing Tools • Industry Leading Product Provider Companies • State-of-the-Art Web & Social Media Presence • SynergyFinancialPartners.com SFP Synergy Format System Comprehensive Reporting System • And much more…
  • 34. 34 THE OPPORTUNITY What could your family do with an additional $2,000 -$3,000/month • Pay off bills • Save for retirement • Save for your children’s education • Have peace of mind SFP has one of the best parttime/second income opportunities available today SynergyFinancialPartners.com The Synergy Financial Partners (SFP) Compensation System & Promotion Guidelines are subject to change at any time without prior notice. A SFP Associate must hold all necessary licenses, appointments and registrations in order to receive any compensation. Income is earned from the sales of Synergy Financial Partners authorized products and services. No income is earned for recruiting. Many people have experienced different levels of success with Synergy Financial Partners and individual member experiences may vary. This statement is not intended to, nor does it represent , any current SFP Associate’s individual results may or will achieve. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only based on a $2,400 target premium. There is no assurance that these results can or will be achieved.
  • 35. 35 THE OPPORTUNITY SFP Part Time Opportunity You Help 4 Families per month Average Client: $200 per month months = 200 x 12 $2,400 $2,400 x 4 Clients = $9,600 $9,600 x 40% Contract = $3,840 per month OR $46,080 a year SynergyFinancialPartners.com Part-time! The Synergy Financial Partners (SFP) Compensation System & Promotion Guidelines are subject to change at any time without prior notice. A SFP Associate must hold all necessary licenses, appointments and registrations in order to receive any compensation. Income is earned from the sales of Synergy Financial Partners authorized products and services. No income is earned for recruiting. Many people have experienced different levels of success with Synergy Financial Partners and individual member experiences may vary. This statement is not intended to, nor does it represent , any current SFP Associate’s individual results may or will achieve. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only based on a $2,400 target premium. There is no assurance that these results can or will be achieved.
  • 36. 36 SFP Hybrid Compensation Model You 4 Families @ $2,400 each = $9,600 $9,600 x 60% contract = $5,760 THE OPPORTUNITY 5 Team Associates 2 Families each = 10 10 x $2,400 = $24,000 $24,000 x 20% Override = You $4,800 $5,760 personal production + $4,800 in overrides $10,560 per month OR $126,720 a year from a relatively small team! SynergyFinancialPartners.com The Synergy Financial Partners (SFP) Compensation System & Promotion Guidelines are subject to change at any time without prior notice. A SFP Associate must hold all necessary licenses, appointments and registrations in order to receive any compensation. Income is earned from the sales of Synergy Financial Partners authorized products and services. No income is earned for recruiting. Many people have experienced different levels of success with Synergy Financial Partners and individual member experiences may vary. This statement is not intended to, nor does it represent , any current SFP Associate’s individual results may or will achieve. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only based on a $2,400 target premium. There is no assurance that these results can or will be achieved.
  • 37. 37 SFP Hybrid Compensation Model You THE OPPORTUNITY 5 Direct Associates 5 Additional Team Members You SynergyFinancialPartners.com 4 Families @ $2,400 each = $9,600 $9,600 x 60% contract = $5,760 2 Families each = 10 10 x $2,400 = $24,000 $24,000 x 20% Override = $4,800 1 Family each = 25 25 x $2,400 = $60,000 $60,000 x 20% Override = $12,000 $5,760 personal production $4,800 in overrides + $12,000 additional overrides $23,520 per month OR $282,240 a year! The Synergy Financial Partners (SFP) Compensation System & Promotion Guidelines are subject to change at any time without prior notice. A SFP Associate must hold all necessary licenses, appointments and registrations in order to receive any compensation. Income is earned from the sales of Synergy Financial Partners authorized products and services. No income is earned for recruiting. Many people have experienced different levels of success with Synergy Financial Partners and individual member experiences may vary. This statement is not intended to, nor does it represent , any current SFP Associate’s individual results may or will achieve. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only based on a $2,400 target premium. There is no assurance that these results can or will be achieved.
  • 38. 38 THE OPPORTUNITY SynergyFinancialPartners.com World Class Recognition & Rewards You can not only earn huge financial rewards with SFP, but you can also be recognized and rewarded with the best the world has to offer.
  • 39. 39 THE OPPORTUNITY When the problem is big enough, and the solution is big enough, a HUGE opportunity exists for those who are willing to put in the effort to make a difference! So… • • Is the solution big enough? • Is the opportunity big enough? • SynergyFinancialPartners.com Is the problem big enough? Are you willing to put forth the effort to make a difference and take full advantage of this opportunity?
  • 40. 40 The Next Steps • Set a follow-up appointment with us in the next 24-48 hours. • With your leaders help, start building your SFP business right away. • Get your free Financial Blueprint done to find out how our concepts and products can help meet your financial goals and dreams. THE OPPORTUNITY Don’t delay…take full advantage of this exciting opportunity and take control your financial future forever! SynergyFinancialPartners.com
  • 41. The Financial Solutions Company Synergy Financial Partners (SFP) is an independent financial services marketing company dedicated to changing the way American’s plan for the future. SFP’s independent Associates market a variety of insurance products and financial services and are all independent contractors, regardless of field/title designation. Tax and/or legal advice is not offered by Synergy Financial Partners or its affiliated companies. Please consult with your tax professional or legal advisor for further guidance on tax or legal matters. Synergy Financial Partners 2450 Atlanta Highway Suite 1401 Cumming, GA 30040 770-886-2714 SynergyFinancialPartners.com SynergyFinancialPartners.com

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