The Wealth Maximization Method

Use A PROVEN Method That WORKS

We developed The Wealth Maximization Method to extract the maximum benefits from a client’s assets in retirement with an eye toward leveraging the tax free value of their estate to their heirs with more certainty and more peace of mind.

What you can expect to find within the Wealth Maximization University

1 . How to market to the affluent client

Sample Dinner Invite
Name & Contact Information for National Marketing Firm we use to conduct all direct mail (this firm conducts all demographic analysis around the dinner venue you choose based on prospect’s liquid net worth, has calling center to book all dinner reservations, and provides daily updates on reservations received)
Name & Contact Information on Affiliated Marketing firm we use for generating leads from social media sites
Helpful “hints”on hosting your dinner events

2 . How to prepare for your Wealth Max Dinner Series

Broker copy of John Davenport’s first book entitled
“The Wealth Maximization Method”” complete with
appendix that projects expected gross production based
on below average results, average results, and above
average results on your dinner series. Book contains a detailed description of every Wealth Maximization strategy.
Copy of dinner presentation video & script on “How To
Use Your IRA and Qualified Plan Assets More Effectively
For You & Your Heirs””
Copy of IRA Maximization strategy training video/presentation along with corresponding script
Example of event portal for tracking dinner reservations

3. How to deliver the right message to the right audience

Tips on presenting to a “cold audience”
Copy of “Response Sheet” for prospects to complete and return at the dinner. This indicates whether the prospect wants to make an appointment for a complimentary “Workshop” with you
Copy of “Appointment Booklet” confirming the prospect’s appointment for their complimentary “Workshop” with you, along with the “Asset Breakdown”” form to be completed and returned by prospect prior to their scheduled “Workshop”(virtual or in office)
Copy of Workshop confirmation letter

4. How to conduct a successful "Workshop" meeting

Copy of Workshop training video
Tips for conducting a successful “Workshop”
Copy of Workshop template
Copy of “Asset Breakdown” sheet
Copy of “Information Exchange” booklet for gathering information on your client in order to prepare the client’s “Wealth Maximization Blueprint” (This is used once the client agrees to become a client)
Copy of letter to new client asking them to complete and return “Information Exchange Booklet”

5. How to conduct your first Wealth Planning meeting

Copy of formal “Client Asset Breakdown” sheet
Copy of “Client Agenda”
Copy of “Cash Flow & Tax Analysis” using the leading tax software in the United States. The name of the software and contact information provided.
Copy of “Wealth Maximization Blueprint””
Copy of “Projected Retirement Income Analysis”

6. How to conduct your second Wealth Planning meeting

Copy of “Client Agenda”
Refer to your training video on “IRA Maximization” strategy
List of recommended IRA funding options and which ones work best in different situations
Discussing the concept of the Roth like investment for the client’s heirs called the “IRA Trust” or “Wealth Trust””
Copies of proven “tools” for helping clients become comfortable and implementing the IRA Maximization strategy
Copy of WealthMax Tools video

7. How to conduct additional Wealth Planning meetings

Copy of training video on “Preferred Income Plan strategy” or “PIP”
Copy of training video & script on “Charitable Remainder Trust” strategy or CRT
Understanding the “Risk Free Investing For Your Heirs” strategy
Understanding why the “Wealth Trust” funded with joint life insurance is recognized as the best wealth transfer investment in the United States

8. Conducting the "Client Confidence Clarifier" meeting

Copy of the “Confidence Clarifier”
Conduct “Confidence Clarifier” meeting over lunch at a local venue of your choice
Schedule client’s first quarterly review meeting

9. How to market your brand

Copy of 1-minute and 30-second commercials. Name and contact information of my publicist who
can help you develop and air your own commercial
Copy of my “Wealth Maximization TV Show.” My publicist can show you how you can attract millions of assets without any action on your part

Your Journey To Sucess Can Start Right Now

You’re in a position to do business like you have never done before. Over 30 years of experience and knowledge, now available to you at the click of a button.

Five Major Asset Types & Their Usage Strategies

IRAs/Qualified Plans

IRA Maximization Strategy

Highly Appreciated Assets

CRT Strategy

Tax Free Municipal Bonds

Preferred Income Plan Strategy

Taxable Brokerage

Preferred Income Plan Strategy

Real Estate Equity

Equity Alternative Strategies

Take the next step – Give us a call!

If you have any questions, please contact us. Our friendly and responsive customer service staff will respond to your questions as soon as possible.