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BUILDING INTEGRITY-DRIVEN SALES SOLUTIONS
EUREKA… YOU’VE FOUND IT! ,[object Object],[object Object],[object Object],>
TAKE CONTROL OF YOUR FINANCIAL FUTURE
WHAT YOU WILL LEARN ,[object Object],[object Object],[object Object],[object Object]
SOURCE EXECUTIVE TEAM
 
FINANCIAL FEAR Buy into fear. Sell into greed.
HOPE IS NOT A COURSE OF ACTION
STRATEGIC ALLIANCES Real Estate Goodwin Enterprises, LLC. Education Self-Directed Alliance Tax Lawyers Fette Helquist and Park, Attorneys-at-Law Tax Lawyers Exchange 1031 Exchange Branding & Marketing Brand, Ltd. Banking Service 1st Bank of Nevada Trusts Provident Group CPA Bruce & Associates
WALL STREET GREED
THE SOURCE METHOD ™ ,[object Object],[object Object],[object Object],[object Object],[object Object]
 
STAGGERING STATISTICS Americans’ retirement plans have lost approximately  $2 trillion in the past 15 months* “ Unlike Wall Street executives, America's families don't have a golden parachute to fall back on. It's clear that their retirement security may be one of The greatest casualties of this financial crisis.” Rep.George Miller Panel Chairman House Education and Labor Committee -10/7/2008 *Associated Press via MSNBC, 10/7/2008 Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice.
YOU CAN HAVE A SELF-DIRECTED… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice.
DID YOU KNOW YOU CAN INVEST IN… Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PROHIBITED TRANSACTIONS Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INDIVIDUAL 401(k) ANOTHER ALTERNATAIVE Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. If you own your own business and have no employees,  this may be the plan for you.
INDIVIDUAL 401(k) CONTRIBUTION LIMITS 100% of the first  $16,500  of your 2009 self-employment income  ( $20,500  if you will be 50 or older at year end)  PLUS 25%  of your self-employment income Dollar cap for 2009 is  $49,000   (or  $54,000  if you're 50 or older at year-end) Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice.
COMBINE YOUR INVESTMENT FUNDS Individual investors can  pool their  self-directed IRAs and form an LLC   to purchase the non-traditional investment of choice. You may also pool personal funds (including non-IRA funds) and non-recourse loan money. (may be subject to UBIT)   Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. Non- Recourse Loan $ IRA $ Personal $ Outside Non-IRA $ IRA $ LLC
 
KNOWLEDGE IS POWER ,[object Object],[object Object],[object Object]
THE INFORMATION HIGHWAY Get out of recession depression.
Self Directed Custodian
INVESTMENT OPPORTUNITIES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
WHAT IS A LIFE SETTLEMENT? ,[object Object],[object Object],[object Object]
HISTORICAL AND LEGAL BASIS ,[object Object],[object Object]
A FORCE FOR GOOD ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
 
[object Object],[object Object],[object Object],[object Object],[object Object]
POLICY ACQUISITIONS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
POLICY ACQUISITIONS POLICY ACQUISITIONS LPI %
 
RETURN ON INVESTMENT CALCULATION CHART
SAMPLE POLICY ,[object Object],[object Object],[object Object],[object Object],[object Object]
POLICY PAYOUT
SAMPLE POLICY PORTFOLIO Philip Smith - January 12, 2007
TRUSTED INVESTMENT CONSIDERATIONS ,[object Object],[object Object],[object Object],[object Object],SAFETY & SECURITY
TRUSTED INVESTMENT CONSIDERATIONS ,[object Object],[object Object],[object Object],YIELD
TRUSTED INVESTMENT CONSIDERATIONS ,[object Object],[object Object],[object Object],LIQUIDITY
TRUSTED INVESTMENT CONSIDERATIONS ,[object Object],[object Object],[object Object],DIVERSIFICATION
Grow Your Wealth
Grow Your Wealth ,[object Object],[object Object]
 
 
FOR MORE INFORMATION: Call 702.673.1817 or email info@sourcelv.com

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Gei015.09 Seminar032409

  • 2.
  • 3. TAKE CONTROL OF YOUR FINANCIAL FUTURE
  • 4.
  • 6.  
  • 7. FINANCIAL FEAR Buy into fear. Sell into greed.
  • 8. HOPE IS NOT A COURSE OF ACTION
  • 9. STRATEGIC ALLIANCES Real Estate Goodwin Enterprises, LLC. Education Self-Directed Alliance Tax Lawyers Fette Helquist and Park, Attorneys-at-Law Tax Lawyers Exchange 1031 Exchange Branding & Marketing Brand, Ltd. Banking Service 1st Bank of Nevada Trusts Provident Group CPA Bruce & Associates
  • 11.
  • 12.  
  • 13. STAGGERING STATISTICS Americans’ retirement plans have lost approximately $2 trillion in the past 15 months* “ Unlike Wall Street executives, America's families don't have a golden parachute to fall back on. It's clear that their retirement security may be one of The greatest casualties of this financial crisis.” Rep.George Miller Panel Chairman House Education and Labor Committee -10/7/2008 *Associated Press via MSNBC, 10/7/2008 Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice.
  • 14.
  • 15.
  • 16.
  • 17. INDIVIDUAL 401(k) ANOTHER ALTERNATAIVE Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. If you own your own business and have no employees, this may be the plan for you.
  • 18. INDIVIDUAL 401(k) CONTRIBUTION LIMITS 100% of the first $16,500 of your 2009 self-employment income ( $20,500 if you will be 50 or older at year end) PLUS 25% of your self-employment income Dollar cap for 2009 is $49,000 (or $54,000 if you're 50 or older at year-end) Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice.
  • 19. COMBINE YOUR INVESTMENT FUNDS Individual investors can pool their self-directed IRAs and form an LLC to purchase the non-traditional investment of choice. You may also pool personal funds (including non-IRA funds) and non-recourse loan money. (may be subject to UBIT) Any information communicated by Self-Directed Alliance ™ is for informational purposes only and is not to be construed as tax, legal, real estate or investment advice. Non- Recourse Loan $ IRA $ Personal $ Outside Non-IRA $ IRA $ LLC
  • 20.  
  • 21.
  • 22. THE INFORMATION HIGHWAY Get out of recession depression.
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  • 25.  
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  • 31.
  • 32.
  • 33. POLICY ACQUISITIONS POLICY ACQUISITIONS LPI %
  • 34.  
  • 35. RETURN ON INVESTMENT CALCULATION CHART
  • 36.
  • 38. SAMPLE POLICY PORTFOLIO Philip Smith - January 12, 2007
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  • 44.
  • 45.  
  • 46.  
  • 47. FOR MORE INFORMATION: Call 702.673.1817 or email info@sourcelv.com