ACCELERATED RETIREMENT BENEFITS

BUSINESS GENERATION & BACK OFFICE MASTER MIND GROUP FOR TAX ADVANTAGE PLANNING

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BUSINESS GENERATION & BACK OFFICE MASTER MIND GROUP FOR TAX ADVANTAGE PLANNING

We are not an FMO

Who We Are?

What We Do?

Why We Need Each Other To Capture A Much Larger Market Share?

Before we get started

Who is William Hall - A brief history?

We are a national team of Attorneys, CPAs, Tax Advisors, Actuaries, and Insurance Advisors working to create a Strategic Alliance with financial professionals to reduce taxes and build wealth for our clients. We are extreme tax relief professionals partnering with advisors to work for the wealthiest 1% of business owners, and their families.

William Hall III, ARB Co-Founder & CEO

William Hall III made the Top of the Table Membership for 7 straight years which puts him in a unique position as only 1/10th of 1% of advisors ever earn this membership award even once.

After 17 years with a modest small business, William finally found someone that was already highly successful, creating tremendous value to their clients and they were willing to share their business model.

A brief history…

W.W. (BUZZ) HANKINSON, CLU, ChFC, CFP

Buzz and his team closed around 50 million of new business in 2014

Buzz has 3 rules… be polite, always be on time, and do what you say you are going to do.

Because of this man and my willingness to get out of my own way, my lifestyle changed and I started living the American Dream. Buzz is a true gentleman and a man of his word. Thank you Mr. Buzz Hankinson.

William’s First Mentor

In July of 1999 William Hall III opened the doors to "Estate and Retirement Consultants, Inc." and by the end of his first six months under the direction of his new mentor, W.W. (Buzz) Hankinson, he made the prestigious Top of the Table Membership list in just half the given time frame.  

In 2002, William hired his second mentor, Max Linn.  Max taught William how to attract high net worth clients with Tax Advantage Planning by utilizing Charitable Remainder Trust. Max is still working, but only works with assets above 50 million.

Max Linn, CFP

Max has 1 rule… “Be Different than your competitors”

Thank you Mr. Max Linn.

At ARB we partner and license the ARB brand with our unique turnkey business model and provide advisors with a sophisticated business generation system and the Tax Advantage Planning team. In doing so, we help advisors to better service their high net worth clients and add new dimensions to their practice.

YOU MUST HAVE A COMPETITIVE EDGE!

Extreme Tax Relief for the affluent is our edge

When William was earning 100% of the commission, his income was quite modest, when he started sharing the case load with other team members…. that’s when the magic happened for him and his business soared. He learned that it was better to have 10% to 50% from a team as appose to having 100% from his own efforts and 100% of the expenses.

– as a group we drive expenses down!

The Entrepreneur Sprit Was His Missing Link

Our competitive edge is working with and executing the most sophisticated type of wealth management for high net worth and high income business owners - Cash Balance Plans for high income earners and Charitable Remainder Trust for high net worth.

Most of ARB’s Actuaries have over 35 years in plan design and are registered and signs documents with the IRS on every new retirement plan.

• Physicians

• Dentist

• Chiropractors

• Highly Compensated Business Owners

• Individuals With Highly Appreciated Assets

Our Primary Target Markets Includes, but are not limited to…

Your ARB Team will provide 100% of the: CASE DESIGN- Appointment management- Comprehensive financial plans - Team management- Record keeping placement- TPA and case design management

WE ALSO ASSIST YOU WITH MARKING TO YOUR TARGET AUDIENCE - Provide the target list - Drip mail campaigns - Landing Pages - Web forms - CRM management

More to go over on this later.

As of June 2015 ARB has 22 new core advisors and we expect to have 100 by

the end of 2016

* ARB is looking for an average of 2 core advisors per state and 7 to 10 sub-advisors per core advisor per state.

*The ARB brand is owned by the advisors with protected business prospects.

Think of ARB as a franchise with all the benefits but without the fees.

The ARB support team is your team… WE WORK FOR YOU!

William Hall is directly responsible for some of the most

successful advisors in the U.S.   

OUR FOCUS IS ON CASH BALANCE PLANS!

Some People Dream Of Success. WE MAKE IT HAPPEN… Cash Balance Plans have just made it easier.

Knowing the criteria to pull from our software is key

This is a partial sample of our target list

You will learn, how the silent advisors have sold over 800 Billion Dollars in Cash Balance Plans… without holding expensive seminars or radio shows.

Cash Balance Plan Sales have increased over 300% in the last few years and that trend is expected to continue… so it’s not a matter if it works, it’s a matter of who knows how to work it.

WHY CASH BALANCE PLANS AND WHY NOW?

1. As taxes are getting higher, top income earners are looking more than ever for new ways to reduce expenses, including taxes.

2. Approximately 95% of all 401(k) and Profit Sharing Plans do not include a CBP as they were to complicated and expenses in the early years and where only popular in big city companies like Bank of America.

Here Are Just 4 Reasons

3. High Income Professions need to “catch up” for all the years that they were building their business and could not afford to contribute to a 401(k) profit sharing.

4. The new tax laws that went into effect on 9/19/2014 have made CBPs even more exciting with the “Actual Rate of Return” option.

In the past Cash Balance Plans were too expensive and complex to be consider as a viable retirement solution.

According to the IRS, these plans are the fastest growing type of retirement plans.

WHAT IS A CASH BALANCE PLAN?

There are two general types of pension plans — defined benefit plans and defined contribution plans. In general, a defined benefit plans provide a specific benefit at retirement for each eligible employee, while defined contribution plans specify the amount of contributions to be made by the employer toward an employee's retirement account.

In a defined contribution plan, the actual amount of retirement benefits provided to an employee depends on the amount of the contributions as well as the gains or losses of the account.

A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan. In other words, a cash balance plan defines the promised benefit in terms of a stated account balance.

ACTUAL FIGURES for 2014 *Deductions increase with your age

Webinar Design / Production

Custom website

Seminar Designing & Training

Target marketing administration

Unlimited automated landing pages

Mobile CRM access

SEARCH ENGINE OPTIMIZATION SOCIAL MEDIA INTEGRATION

COMPLETE & UP TO DATE MEDIA RESOURCE CENTER FOR YOU

AND YOUR CLIENTS

Email marketing campaigns training

Email templates & tracking

Mass email, auto response systems training

Professional profiles & page layouts

Access to our network of Actuaries, Lawyers & Third Party Administrators

YOU WILL HAVE COMPLETE CRM ACCESS POWERED BY InfusionSoft

Branding &

Marketing

Packages

We submit our collective websites & profiles so that people can find us thru Google Search Engines. As a team we will strive to be number one.

Twenty-two percent of advisors are now finding clients through Social Media

THERE IS NO NEED TO STOP WHAT YOU ARE CURRENTLY DOING TO WORK WITH US

HERE IS WHAT WE ARE LOOKING FOR

Advisors that are willing to spend money on marketing themselves with our target market.

WE COMPLETE 100% OF THE BACK OFFICE WORK!

Your ARB branded website and all of the marketing material will only include your contact information, your bio and your picture…We work for you… We are your staff and all the incentive credits goes to you and your firm.

We are looking for advisors that are investment professionals with at lease 3 year experience.

DO YOU SEE OUR UNIQUE PROPOSITION?

1.What are you doing different than your competitors?

2. How do you stand out and create more value for your High Income Clients?

3. Do you currently have High Income clients calling your office? 

4. Do you believe our Trillion dollar industry can provide a million dollar plus income?

WHAT IS YOUR UNIQUE POSITION?

HOW DO YOU AND YOUR FIRM STAND OUT ABOVE YOUR COMPETITORS?

OR… DO YOU LOOK THE SAME AS EVERY OTHER ADVISOR?

INCOME PLANNING

SOCIAL SECURITY PLANNING

TAX-FREE RETIREMENT

THE 8% FOR LIFE STORY

NINTY-NINE PERCENT OF ALL ADVISOR’S WEBSITES WE LOOK AT WERE ARE ALL MARKETING THE SAME WAY.

You are expected to pay for your own business expenses, marketing expense, and have a Tax Advantage Planning presence on the internet including LinkedIn, and a website; that we have ready to build for you… that’s it.

You must be willing to follow a proven system, be coachable and be willing to work as a member of a team and execute the investments.

WHAT ARB REQUIRES FROM ADVISORS

*Optional Cash Balance Online Course – ask us for our ARB promo code.

You do not need to be a Cash Balance Plan Professional to get

started… you just need to be a Cash Balance Plan professional for your

next appointment and we make sure that you are well informed before

your every CBP appointment.

As a team member, your job is to execute the investments when the plan has be accepted by the client and learn as you go.

OUR COMMITMENT TO ADVISORS

We provide one on one training with cell phone access to your team members

We provide the lead source.

Our team along with the Actuaries prepares a comprehensive financial plan for each new prospective client. You learn on the go!!

Our actuaries communicates with your client's & CPA.

We offer a complete marketing package and training to include website branding and CRM.

We Provide the list of highly eligible prospects that more than qualify for Cash Balance Plan.

We work for you… We are your team!

OUR COMMITMENT TO ADVISORS

To continue to be innovative… You are one of the first professions in

any business to see the cutting-edge technology on the next few slides

Digital Direct Mail

Response BOOST + MARKETING

When you add household online targeting to a consumer mailing list, digital direct ads are served to that specific household or business. Reach your audience with No Wasted impressions. Increase awareness fast and effectively.

Launch a campaign that supports and improves your current direct mail strategy.

GO H.O.T. (Household Online Targeting)

Targeted + Awareness + Frequency

On behalf of, Accelerated Retirement Benefits, we would like to introduce a new and exciting technology called Digital Direct Mail (DDM). This patent-pending technology now enables our direct mail advertisers to reach their target audience for pennies on the dollar with surgical precision.

Introducing Digital Direct Mail

Our patent-pending process combines more than 30 public data elements that allows us to deliver a greater than 95% IP address to home accuracy level.

New Technology to keep your cost down.

Human Traffic

44%

56% Non Human Traffic

In 2014

traffic can render most internet ad programs to the point of inefficacy. In fact, lower cost per impression (CPM) rates can quickly turn into higher cost per action (CPA) when non human traffic impact is factored out of campaign data.

*According to Incapsula 2014 Bot Traffic Report.

BOTs vs. HUMAN TRAFFIC DISTRIBUTION

Spot the bots

INSIDE: Digital Direct Mail

Combining offline data with online

Using patent-pending technology

Our geolocation technology accurately appends a consumer data list which allows serve digital direct ads to individual home/business location.

We map IP addresses to physical addresses without the use of cookies or census block

geo targeting.

Flexible Ad management Select the exact time, day and frequency of your deliverables.

Digital Direct Ad served to household level based on IP Address.

Precision Ad Targeting. No Waste. Higher Responses.

IP Address + Street Address = Better Targeting

Our patent-pending process combines more than 30 public data elements that allows us to deliver a greater than 95% IP address to home accuracy level.

Algorithm maps physical addresses to IP addresses without the use of cookies.

Allows you to control the number of impressions served per household.

Provides flexible ad management, select the exact time, day and frequency of your deliverables.

Here are some key features and benefits included with DDM campaigns:

You can know reach your target audience with ZERO WASTED impressions.

Display ads are surgically placed directly on an individual’s computer or tablet.

Increase awareness fast and effectively.*Response rates may vary based on campaign.

Will DDM improve my campaign’s response rate? The impact of DDM when combined with a direct mail campaign could potentially increase response rates by 3-t0-6 times.

How does it work?

Based on your customer’s physical address our algorithm

maps a direct path to their unique IP address and serves

digital ads to that single address.

Click the link below for our FAQ, additional information and a one on one overview of the ARB

business model with William (Bill) Hall III:

http://www.scheduleyou.in/auHZKFUsk

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If You Have Questions

*Pleas ask us about a Patent Pending and Cutting Edge marketing technology when we meet.

You may book an appointment and take 15 minutes to 45 minutes – There is no obligation.704-689-9196

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THANK YOU FOR YOUR TIME

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