Financial Motivations Consulting & Insurance Services
Virtual Life/Heath Insurance Agency & Consulting Firm
Hello!
I'm Stacie L. Daniel
Founder : The 8 Silent Wealth Killers Program™
4 Ways Your Money Is Being Taken From You
4 Ways You're Giving Your Money Away
Since 2008, Stacie has helped thousands of families to save millions on dollars by showing them how they were losing money via one of The 8 Silent Wealth Killers and she wants to help you do do the same
Financial Services & Insurance
I'm in the financial services business with a very unique approach in that I help my clients find money that they are currently losing unknowingly and unnecessarily.
My Philosophy
I believe my community is better served by avoiding the losses as opposed to gambling and trying to pick the best combination of financial products to invest - never with any security!
There are 2 ways to help people financially.
- Find a better product that will provide higher returns and growth than what they current have (from the stock market). These products are all risky providing no security or guarantee.
- Be more efficient by avoiding unnecessary loss. Using The 8 Silent Wealth Killers™, I help my clients identify where they are currently losing money unknowingly (because they aren't aware of more viable options) and unnecessarily (advanced wealth building benefits with no cost to start as an option)
5 Major Areas of Wealth Transfer
- How they pay for their home - Mortgage
- Taxes - Paying too much
- How they plan/pay for their retirement accounts - qualified plans
- How they pay for their children’s education cost - student loan
- How they pay for major capital purchases like cars, weddings, vacations etc.. - personal loans
4 Financial Questions Everyone Should Answer
- What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living
- Much do you need to save on a monthly and annual basis to be able to retire at your current standard of living?
- Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life expectancy?
- If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last until life expectancy?
- The answer to this question is you will never be able to confidently provide yourself with a number. We can do a guess calculation which matters not with so many uncertainties. The best objective is to have a secure plan in place that will continue to pay you life time monthly when retire so that income and retirement savins are both secue and consistent
- In 15 minutes I will be able to answer those questions for you and you’’’ be able to determine if I will be able to help you. You will also be able to determine if what I do is what you are looking for .
- What day next week is best for our brief chat and review?
Course content
Show them what’s in the course
Module 1
2 Chapters
Borrow Benefits
Where can I borrow money and when I pay it back I have more money than when I initially borrowed it?
Module 2
4 Chapters
Pay It back Beneifts
Where can I borrow money and before I pay it back I can borrow some more?
Module 3
3 Chapters
Protect My Money
Where can I GROW & PROTECT my money simultaneously?
Module 4
2 Chapters
Stock Market Growth
Where can I grow similarly to the stock market without ANY risk of losing 1 dollar then turn it into monthly lifetime income?
Module 5
3 Chapters
Get Rich Quick
Where can I get money without having to explain why I want it or qualify to get it, then pay it back when I want if I want?
Module 6
3 Chapters
Trusted Professionals
What to look for when searching for professional, credible fact based information where the financial professional's info and how it affects me is held accountable by law?
How Do You Invest Safely?
There's no perfect solution. Discussing the various SAFE investment strategies pros and cons, comparing their short and long term benefits, and reviewing possible scenarios that are personalized to your budget, assets, current debt, and comfortable investment level + frequency until you find the right mix for your short and long-term financial goals.- with a trusted financial professional - is the best option. You can Diversify your portfolio and make wise choices equipped with the knowledge needed to make an informed decision – especially when you’re in retirement or preparing for retirement.
Diversify your portfolio and make wise choices equipped with the knowledge needed to make an informed decision – especially when you’re in retirement or preparing for retirement.
