PPMMs
These questions are meant to create sales funnels, commonly referred to as EVNUC questions.
What are Emotion, Vision, Need, Urgency, Concern questions.
The discussion of planning, strategy, and investments.
What is our process?
HELOC stands for...
What is Home Equity Line of Credit
These are the 6 areas of financial planning?
What are Estate Planning, Retirement Planning, Tax Planning Strategies, Investment Planning, Risk Management, Cash Flow Management
An interest bearing savings certificate insured by the FDIC.
What is a CD?
The requirements for a client to be considered "qualified".
What is 100,000 investable, or the ability to save 500 a month.
What asset class is subject to interest-rate risk?
What are Bonds?
The amount of money that, as a household, serves as the threshold at which you can no longer contribute to Roth IRAs.
What is 208,000 dollars?
For this reason, a grant of stock options be better than a grant of restricted stock/RSUs.
With a rising stock price over a long term, stock options offer much greater investment leverage and potential gains over a longer period.
This American founding father once said "Nothing in life is certain but death and taxes."
Who is Benjamin Franklin?
These are the steps to a PPMM.
What is rapport, goals, compensation, company, confidentiality, process, data gather, close.
The four ways a person can engage our services.
What is investment advice, basic advice, personal advice, advanced advice.
A type of account which allows a person to invest in alternative investments like real estate or private equity, while maintaining qualified status of the investments.
What is a self-directed IRA?
What is a Health Savings Account?
The number of tax brackets currently in the USA.
What is seven?
These are two possible debt reduction strategies for a person with credit card loans.
What is a HELOC, or what is a 401(k) loan.
The five retirement issues we solve for, per the Growth/Income slide
What are Longevity, Inflation, Taxes, Market, Healthcare
This taxation status on an ESPP program differs from RSUs or ESOPs in this way.
What is ordinary income on the discount, and capital gains on the earnings above cost basis?
The number of people who have earned the CFP designation, approximately.
What is approximately 85,000?
This was the year the Dow Industrial was created.
What is 1896?
The amount a person who spends 8000 a month should have saved in cash.
What is 24000 to 48000.
QDIAs were created for this reason.
What are qualified default investment accounts, created due to the '08 recession.
The tax-qualification that denotes an annuity will provide tax-free distributions in the future.
What is a tax-qualified annuity?
A grant of restricted stock or restricted stock units (RSUs) be better than a grant of stock options because...
What is a grant of restricted stock/RSUs is guaranteed to have at least some value, unless your company's stock price drops to zero.
The largest company for online investing by total AUM, at 5.6 trillion.
What is Vanguard.