2012 Tfa Infographic Advisors Bpm


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The graphics presented here are designed to help you remember what you heard from our company overview quickly and clearly.
Our goal is to help you visualize your potential
career with Transamerica Financial Advisors while learning about our industry and our company.

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2012 Tfa Infographic Advisors Bpm

  2. 2. Information graphics, or infographics, are visual representations of information, data and knowledge. The graphics presented here are designed to help you remember what you heard from our company overview quickly and clearly. Our goal is to help you visualize your potential career with Transamerica Financial Advisors whileA PICTURE IS WORTH A THOUSAND WORDS... learning about our industry and our company. WE LOOK FORWARD TO OUR NEXT MEETING. THANK YOU FOR EXPLORING THE FUTURE WITH US!
  3. 3. One of the Largest Industries in the World... Once in a while, aOVER $63 NEW IDEA OLD INDUSTRY comes to an Total Financial Services Industry TRILLION and completely transforms the way that industry does business. *Securities Industry and Financial Markets Association (SIFMA), The financial industry impacts America everyday in countless ways. http://www.sifma.org/impact/american-economy/Baby Boomer Generation Baby Boomer Generation 76 76 Of The Women America’s 92% DID! 70% Who Could Have A Baby Wealth % They Control 4MILLION MILLION Do Not And The Average Had Children 58% Have A Financial AdvisorPEOPLEBorn From 1946-1964 2x Birth Rate Average Lifespan 90 Years PEOPLE Born From 1946-1964*The raw data for the information on this slide can be found http://www.census.gov/popest/data/national/totals/pre-1980/tables/ *The raw data for the information on this slide can be found http://www.census.gov/popest/data/national/totals/pre-1980/tables/popclockest.txt The raw data was extracted and summed to produce the above figures. popclockest.txt The raw data was extracted and summed to produce the above figures.**The New York Times, http://www.nytimes.com/2007/03/28/arts/28iht-boomers.1.5054350.html?pagewanted=all **The New York Times, http://www.nytimes.com/2007/03/28/arts/28iht-boomers.1.5054350.html?pagewanted=all
  4. 4. 39% Shift to Personal Responsibility Traditional Sources of Retirement Income: DYING Which do 1. Pensions you fear 2. Social Security the most? 3. Personal Savings 61% SPEND Financial Education is Important SAVE FOR OUTLIVING NOW INCOME BALANCE LATER MY MONEY Source: 2010 Allianz Survey of Adults Age 44-75States That RequireFinancial Education in High School $1,000 LUMP SUM The Power of Compound Interest... 5% 10% 12% 70 YEARS $30,426 $789,747 $2,787,800 37 * his is a hypothetical example and does not represent performance of any investment. T * Does not assume fees, charges or taxes. States Require Sex Education * t is unlikely that any one rate of return will be sustained over time. Return and principal value of investments will I fluctuate over time.Copyright © 1997-2012 The Jump$tart Coalition for Personal Financial Literacy. At least a one-semester course devoted to personal financerequired. Guttmacher Institute, State Policies in Brief “Sex and STI/HIV Education,” 2012
  5. 5. INVESTOR -4.3AVERAGE PASSIVE MANAGEMENT (Buy Hold) is a strategy for investors to manage risk byRETURNS Percent allocating investments among The average equity investor a broad array of asset classes underperformed the SP 500 by an average of 4.3 percent over the last and holding such assets for 20 years. They underperformed for the an extended period of time 1-, 3-, 5- and 10-year periods as well. regardless of market conditions.Source: Dalbar Quantitative Analysis of Investor Behavior – April 2012ACTIVE MANAGEMENT ACTIVE MANAGEMENT STRATEGY GOALis a strategy for investors SELLwhere the porfolio holdings Active Managementare adjusted on a continuingbasis in response to market The Marketand economic conditions. BUY TACTICAL ASSET ALLOCATION There is no assurance this goal will be met.
  6. 6. FINANCIAL NEEDS ANALYSIS MORE PEOPLE NEED ADVICE, Cash Flow Debt Management Proper Protection BUT THERE ARE FEW ADVISORS • Earn additional income • Manage expenses • Consolidate debt • Strive to eliminate debt • Protect against loss of income TO PROVIDE THAT ADVICE • Protect family assets Asset Emergency Estate Accumulation Fund Preservation • Outpace inflation/ • Save three- to six-months’ • Reduce estate taxes “The need for new advisors is critical. minimize taxation income • Build a family legacy • Professional money • Prepare for emergency management expenses It’s about to get massively critical...” The WFG Financial Needs Analysis is a suitability and needs analysis developed by World Financial Group. The analysis is – Bob Patrick based upon information obtained from sources believed to be reliable and accurate. However, discuss any legal, tax or Advisor One Feb. 24, 2012 financial matter with the appropriate professional. Neither the information presented nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any specific security or financial service.Protecting Families Investment ManagementStrategic Alliances to Help Serve Our Clients Strategic Alliances to Help Serve Our Clients
  7. 7. CONSIDER YOUR OPTIONS WEALTH EQUIVALENCY Client Strategies For Our AssociatesOption1 • f you are satisfied with your career and discretionary I income, consider becoming a client. ADVISOR INCOME MODEL • ake advantage of our strategies to help move T TYPICAL INCOME MODEL toward financial independence. Work Hard and Accumulate: Work Hard and Save: 150 Average Clients Part-Time Career $1,000,000 Lump SumOption2 @$100,000/Average Client • icensed, quality profession with a great training program. L @10% Rate of Return OR • ontrol your time, and create a career on your terms. C =$100,000+/Year • njoy the benefits of self-employment. E =$100,000/Year Plus Potential Account Growth If you start now, you need to save: Full-Time Business Owner Plus Any Additional ProductsOption $1,317/Month @10% for 20 Years3 • sing our system, you can build a business as big as U your commitment and vision. Take advantage of a variety of incentives, including: Which is more likely to happen to you? Supervisory Overrides • Renewals Trails • Advisory Fees Numbers based on $15 million assets placed under active management at the SMD level. Advisory income will fluctuate Bonus Pools • Stock Options • Entrepreneurial Program with client account values. Why Choose Transamerica?1 DIFFERENT BY DESIGN Dream and Crusade Combined2 DRIVEN BY DEMOGRAPHICS Anticipate Needs. Recognize Markets SM3 DECADE OF DOMINANCE Unlimited Potential
  8. 8. Securities and Investment Advisory Servicesoffered through Transamerica FinancialAdvisors, Inc. (TFA), Transamerica FinancialGroup Division – Member FINRA, SIPC, andRegistered Investment Advisor. Non-Securitiesproducts and services are not offered throughTFA. Insurance products offered through WorldFinancial Group Insurance Agency, Inc. (WFGIA),World Financial Group Insurance Agency ofHawaii, Inc., World Financial Group InsuranceAgency of Massachusetts, Inc., World FinancialGroup Insurance Agency of Wyoming, Inc.,World Financial Insurance Agency, Inc. and/orWFG Insurance Agency of Puerto Rico, Inc.TFA and WFGIA are affiliated companies.WFGIA Headquarters: 11315 Johns CreekParkway, Johns Creek, GA 30097-1517.Phone: 770.453.9300TFA Headquarters: 570 Carillon Parkway, St.Petersburg, FL 33716. Phone: 800.322.7161© 2012 Transamerica Financial Advisors, Inc.TFG2626A/6.12