Building a Solid Financial Foundation

Revolutionizing an Industry
Current situation of many families

401(k)

The financial foundation

Long Term Savings

Short Term Savings
Debt Reduction/Elimination
Protection (Various Forms of Insurance)

The financial timeline

Responsibilities

Wealth
Die too soon Outlive savings

World Financial Group, Inc. is a financial services marketing company whose affiliates offer life insurance and a broad array of
n financial products and services. Headquarters: 11315 Johns Creek Parkway, Duluth, GA 30097.
 Fundamental Principles of Money
Time (the power of not wasting it)
Scenario: Save $5,000/year in a Roth IRA growing at 10%
Princip Total
Time al Accumulati
Investe on
Person A 40 years d $200K
Person B $2.2mil
38 years $190K
Difference$1.8mil
2 years $10 K $400
K
Rate of return 1

Age 4% 8% 12%
31 $10K $10K $10K
Risk Management
Strategies
67 $40K $160K $640K

Taxes 2

Taxable Tax deferred Tax exempt

•Savings accounts •401(k)s •Roth IRAs

•Certificates of deposit (CDs) •Traditional IRAs •Cash accumulation inside
of a life insurance contract

Important Questions

1) If we can use the strategies we’ve discussed and show you suitable solutions
that can help your family, will you do business with us?

2) Would you be willing to refer us to 10-12 of your friends so we can share with
them the same message?
1) All figures are for illustrative purposes only and do not reflect an actual investment in any product. Additionally, they do not reflect the performance risks, expenses or
charges associated with any actual investment. Past performance is not an indication of future performance. The Rule of 72 is a mathematical concept that approximates
the number of years it will take to double the principal at a constant rate of return. The performance of investments fluctuates over time and, as a result, the actual time it
will take an investment to double in value cannot be predicted with any certainty.Additionally, there are no guarantees that any investment or savings program can outpace
inflation.
2) Tax and/or legal advice not offered by World Financial Group, Inc., or their affiliated companies. Please consult with your personal tax professional or legal advisor for
further guidance on tax or legal matters.