Aps client presentation n-db 2-11-10 pps

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Aps client presentation n-db 2-11-10 pps

  1. 1. THE APS PROGRAM<br />ADVANCED PLANNING STRATEGIES<br />Your Path To Greater Financial Success<br />Business Owner Wealth Strategies - All Rights Reserved 2010<br />1<br />
  2. 2. THE APS PROGRAM<br />Under Recent Legislation, Highly Specialized, Custom Designed Business Planning Strategies Are Now Available For Qualifying Business Owners<br />An Elite Team With Unique Expertise In Advanced Planning Techniques For Highly Successful Business Owners Is Committed To Optimizing A Company’s Operating Efficiencies and Profitability <br />No Matter How Advanced Or Sophisticated Planning For Your Business May Be Currently, THE APS PROGRAM Planning Team Can Greatly Increase Your Business and Personal Net Worth<br />By Working Closely With Qualifying Business Owners And Their Advisors, Innovative Strategies and State-of-the-Art Business Structures Can Be Created and Installed In A Timely Manner<br />Business Owner Wealth Strategies - All Rights Reserved 2010<br />2<br />
  3. 3. THE APS PROGRAM<br />THE APS PROGRAM Benefits to Qualifying Business Owners Include:<br /><ul><li> TAX MITIGATION
  4. 4. ASSET PROTECTION
  5. 5. RETIREMENT ENHANCEMENT
  6. 6. SUCCESSION PLANNING</li></ul>BENEFITS WELL BEYOND TYPICAL ADVANCED PLANNING RESULTS<br />Business Owner Wealth Strategies - All Rights Reserved 2010<br />3<br />
  7. 7. THE APS PROGRAM<br />Under Several Legislative Acts and IRS Revenue Rulings, Including ERISA, TRA 97, EGTRRA AND THE PENSION PROTECTION ACT OF 2006, QualifyingBusiness Owners Can Now Employ Many of the Same Special Vehicles and Strategies that FORTUNE 500 Companies Enjoy<br />Custom-Designed and Unique FINANCIAL PROGRAMS Can ProvideRemarkable Benefits to Business Owners<br /><ul><li>YOU MAY BE ABLE TO OPERATE YOUR BUSINESS ON A PRE-TAX BASIS (UN-TAXED)
  8. 8. ALL CATEGORIES OF CURRENT BUSINESS STRUCTURES CAN QUALIFY</li></ul>Business Owner Wealth Strategies - All Rights Reserved 2010<br />4<br />
  9. 9. THE APS PROGRAM<br />COMMON QUESTIONS …<br />WHY AREN’T MY OWN PLANNING TECHNIQUES, THROUGH MY ADVISORS, SUFFICIENT TO MAXIMIZE MY BUSINESS EFFICIENCIES? <br />Your Planning May Be State-of-the-Art, But Unless Your Advisors Are True Experts In ERISA, Labor Law, The Tax Code and Corporate/Business Law, You May Have An Opportunity To Enhance Your Benefits To A Greater Degree. The Good News Is That Your Trusted Advisors Will Become An Integral Part of THE APS PROGRAM Team<br />WHAT IS MY RISK, COST AND TIME REQUIREMENT TO LEARN MORE ABOUT THE APS PROGRAM?<br />An APS PROGRAM Specialist Has Agreed To Meet With or Conduct a Conference Call With Qualifying Business Owners At No Cost or Obligation and Your Risk Is Solely Time … About 45 Minutes To Determine If You Are Interested and If Your Business Qualifies<br />WHAT IS THE COST OF INSTALLING A NEW OR ADDITIONAL STRATEGY AND/OR BUSINESS STRUCTURE?<br />Because THE APS PROGRAM Can Create Substantial Tax Savings … Your Net Cost Is Zero<br />WHAT ARE MY NEXT STEPS?<br />Simply Contact THE APS PROGRAM RepresentativeWho Gave You This Presentation and Provide Some Basic Business Information. After That, Schedule the Preliminary Meeting or Conference Call and, If You Wish To Proceed, Invite Your Advisors To the Next Meeting<br />5<br />Business Owner Wealth Strategies - All Rights Reserved 2010<br />
  10. 10. THE APS PROGRAM<br />For More Information Please Contact THE APS PROGRAM Representative Who Gave You This Presentation<br />DOUGLAS BERKEY LIGHTHOUSE FREEDOM FINANCIAL<br />Telephone: (941) 544-2923<br />E-mail: dnberkey@comcast.net<br />Your Path To Greater Financial Success<br />Business Owner Wealth Strategies - All Rights Reserved 2010<br />6<br />

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