running successful seminars

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FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• Small Businesses – Lunch and Learns –
Financial Wellness Seminars – 401Ks/Simples
• Churches – currently in 16 Churches –
Seminar/Series
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• It all starts with a Vision…
• Then a written plan…
• Then execution of the plan…
“Write the vision, and make it plain upon tables,
that he may run that readeth it”
Habakkuk 2:2
EDUCATIONAL
PURPOSESRevolution”
ONLY, NOT TO BEby
DISTRIBUTED
TO THE PUBLIC
Book: “God’sFOR
Coming
Financial
Buck Stephens
(In just 10 years)
• 1000 families of Lifechurch were faithfully tithing, debt free and on their
way to financial independence?
(100 families per year)
And as a result
• 10 of LifeChurch core ministries were fully funded to fulfill their mission?
(1 core ministry per year)
And as a result
• 5000 families in the Lehigh Valley were brought to faith in Jesus Christ
and discipled through effective Lifechurch ministries. (500 families saved
per year)
• Could we save a City? Could we save a Region?
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• 100 families x $100 = $10,000 per month or $120,000
per year to fund targeted ministry
• Average family income = $30,000 annually x 10% =
$3000 per year x 100 families = $300,000 per year to
fund targeted ministry
• 2009 Results: Lifechurch just had the best January and
February Tithes & Offerings in their history and
attributed it to the work of the LifeFinancial Team!
• 2010 Results: Lifechurch’s Tithing was UP 4% compared
to the average Church’s Tithing was Down 17%
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• 2011/2012/2013/2014/2015 Results: Tithing
continues to grow each year.
• To Date: over 400 families helped in Lifechurch
Family, Zero Complaints
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
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Crown Ministries
Larry Burkett
Dave Ramsey
Saddleback/Willowcreek
They All have Resources, but none can implement actual
programs, therefore, folks are sent to the secular world (&
pray for the best!).
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
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Take care of our “Flock”
No Company Logos/Materials
No charge for any & all planning
Most Importantly, Lead with Your Heart &
NOT Your Wallet
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• Small Businesses – Lunch and Learns –
Financial Wellness Seminars – 401Ks/Simples
• Churches – currently in 15 Churches –
Seminar/Series
• Colleges/Universities – LCCC – Seminar/Series
• Asset Strategies Seminars – Quarterly at the
Office – make part of your FNA System
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
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Schedule Date
Book Facility and Speakers (Wholesalers)
Obtain Compliance Approval
Contact Potential Guests
Arrange for Equipment at Facility
Order Marketing Materials from Primerica
and Wholesalers
• Confirm Guests (1 Week Prior)
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
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Current “in process” FNA Clients*
Recent FNA Clients in 2014/2015*
Client Revisitation – Build a Culture!
Chicken List Contacts – Dinner & a Show!
Key Tip: Set the Date for Next Seminar &
Invite Now!
* Copy of Invitation put in all FNAs
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
The Invitation goes in all
FNAs.
Next Seminar is Monday,
October 26th at 6:30 pm
at the Quakertown Office
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
Asset Accumulation
Asset Protection
Asset Transfer
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• Been running quarterly investment seminars
since 1997
• Average attendance 40-50 Guests
• Dinner provided by Partners: Legg Mason who
have supported us for the 18 years; Lincoln
Financial and Lockwood Advisors
• Base Shop Investment Volume resulting from
each Seminar $1.2-$1.5 million
• Base Shop Recruiting resulting from Seminar
10% of Guests
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
There are Four Ways You Can
Help Solve The Problem in the USA
• Implement your own financial gameplan!
• Refer others to get their financial gameplan!
• Join us and be part of the solution!
• Refer others to help to be part of the solution!
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
• Expanding from 3 Offices to 7 Offices in the next
18 months
• See Team Diehl Expansion Hand-Out
• Looking for candidates with high integrity, good
people skills, and a strong work ethic
• We provide full training for part-time and fulltime positions
• Potential Income from a couple thousand per
month part-time to a career change ($5000+ per
month)
16
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
1. Part Time Rep
2. Regional Vice President
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
. . . . They Will Come!!!
FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC
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