Today's average congregant: 86% of high school seniors think that the best long term growth investment is a savings account. (Jump Start 2006)Our proposed solution: Use a simple tax-FREE account called a Wealth ReserveTM to show how to invest for long-term growth.This Wealth ReserveTM can provide $160,000 annual income for life with NO income tax.
This Wealth ReserveTM can provide real "lifestyle" security.This Wealth ReserveTM can self-insure and self-fund financial needs saving $3,000 every year. This Wealth ReserveTM takes advantage of the 'miracle' of compounding-$250 a month becomes $2,000,000 over time. Most couples have money problemsthat YOU can help them solve!As a counselor, you know that the pace of change has quickened. Older generations went to work in a growing economy that provided a decent living for anyone with 12 to 16 years of general education. Some of them were even given a guaranteed retirement income. They receive Social Security too. They did not need to understand how saving and investing worked long-term. All that has changed. We have to prepare folks for the new world!
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J. Daniel Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and as a 'money coach.' His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do-directly from the highest rated companies for less. Dan received his Masters of Divinity from Union Theological Seminary, NY and his Masters of Business Administration from City University of New York, NY.