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ACTIVITY GENERATION HUB
Build Your List • Master the Invite • Edify & Close
Welcome, Agent
✅ Current Week Active. Next Reset: Sunday Midnight ET.
🎯 The Top 25 List
Use the 6-Point Filter to qualify your prospects.
25-55 Years Old
Married
Dependent Children
Homeowner
Household Income $40k+
Entrepreneurial Spirit
❄️ Cold Market
Goal: Add 2 new contacts daily.
"Hey, you have great energy! I work with a company that's expanding in the area. Do you keep your options open for making extra money?"
"Hey, you have a great energy! You look like a great person to have around. Do you mind if we exchange contacts? We never know!"
"Hello, how are you? your face look familiar ! Are you by any chance from 'Togo'? Oh, am from Liberia, my name is John, it's great to meet new people; Do you mind if we exchange contacts? We never know!"
📝 Add to Prospect list
Warm Market: "New Project" Scripts
"Hey [Name], I just started a new project... Would you mind helping me out? You don't have to buy anything, I just need to practice."
"I’ve come across something interesting that I think has huge potential. I value your business sense and would love to get your opinion on it. When do you have 20 minutes?"
General Openers: "Just Curious"
"Do you own your own business or do you serve at someone else’s pleasure?"
"Does your current career have the horsepower to take you to your dream lifestyle?"
"If we could show you options that could bring additional revenue into your family, would you give it serious consideration?"
"Are you financially where you thought you would be by now?"
"If you save the next five years the same as the last five, would that be OK with you?"
"Is your retirement totally set?"
"Is your children’s education plan in place?"
"If I could help you make an extra $1,000 - $2,000 per month part-time, is there any reason why you would not start with me right away?"
Business Owners
"How are you transferring wealth from your business to your family apart from taking personal income?"
"Business owners phone call: Hello [Name], my name is [Your name]. I’m a financial growth strategist. I am actually working on growth strategies with business owners in your area; What day and time can I come to your business between day1 and day 2, for a 30 minutes to do talk about the issues that could stop your growth and how we can resolve them?"
"As a business owner, are you interested in only one stream of income? If I could help you build an additional stream that doesn't cost you much, would you take advantage of it?"
Real Estate
"Anyone you help either comes out with money or a liability (mortgage). We help them leverage the money..."
"If I could show you how to become a Broker but you do not have to take the Real Estate Broker’s license, would you be open?"
CPA / Tax
"I could help each of your clients show them how to leverage their money at no charge, which could generate on average $3,000 of business revenue per client."
Medical
"Who puts you on call? The Hospital Administrator? The guy who could not pass medical school? How does that feel?"
"What if I can help put you in a position where you never have to be on call if you prefer not to?"
📱 Contact Log
📅 Appointment Details
👤 Prospect Profiling (Required)
*Saving this will automatically email these details to your SMD.
🤝 The BPM & Edification
The prospect trusts YOU. You respect the EXPERT. The Expert brings the CREDIBILITY.
Edification Script: "Mr/Mrs Prospect, I want you to meet [Leader Name]. They are a huge success in this company, helping hundreds of families. I have a lot of respect for them, and they are taking time out of their busy schedule to help us."
🚀 BPM Invitation Scripts
Clear the prospect schedule: "Hey John, do you have anything scheduled for next Saturday at 3pm?"
If they are free: "I have been invited to an opportunity presentation. I value your opinion and I want you to come listen to it with me and tell me what you think."
If they accept: "Thank you, I really appreciate it. I will remind you on Friday and send you the link/address."
If they are busy: "It's OK, I will just cancel it. We will go together when you are available."
📅 BPM Scheduled (Accountability)
"Activity breeds results. Lock in the meeting time."
Upcoming BPMs
Concept 1: The USA Financial System
📚 RECOMMENDED READING
Saving Your Future
"How Money Works"
ADDITIONAL MASTERY SERIES
Look Before You LIRP
Money Wealth Life Insurance
The Power of Zero
The Retirement Miracle
Volatility Shield💡 The 3 Rules of Money (Click to Reveal)
Inflation
The Silent Killer
The Silent Killer
It reduces your purchasing power. At 3% inflation, prices double every 24 years.
Rule of 72
Doubling Time
Rule of 72
Divide 72 by interest rate to find years to double money.
72 ÷ 4% = 18 Yrs
72 ÷ 12% = 6 Yrs
Compound Interest
The 8th Wonder
Compound Interest
"He who understands it, earns it; he who doesn't, pays it." - Einstein
📊 The Tale of 3 Portfolios
| Feature | Tax Now | Tax Later | Tax Advantage |
|---|---|---|---|
| Taxes | Pay Annually | Pay Later | Tax Free |
| Liquidity | High | Penalties | High |
| Market Risk | None | High | 0% Floor |
Concept 2: The Banking Concept
🏦 The Banker's Secret (Arbitrage)
YOU Deposit
➜
THE BANK
Pays You < 1%➜
TAX ADVANTAGED
Earns 10%+"Banks take our money, put it in tax-advantaged buckets to gain 10%, while they give us back less than 1%. Wouldn't it be good for us to use that same system to grow our own money?"
🤝 The Community Wealth Proposal
"What if I show you that concept? The company gives me a small commission (say 2%) out of the 10% they wanted to give you, but YOU keep the 8%. And then, you do the same for somebody else. How good will it be to add wealth into our community?"
The Solution: Indexed Universal Life (IUL)
💰 Savings Bucket
- Uninterrupted Compound Interest
- Tax-Free Growth
- 0% Floor (No Loss)
🛡️ Protection Bucket
- Tax-Free Death Benefit
- Living Benefits (Illness)
- Self-Completing Plan
Concept 3: The Business Opportunity
💡 The Wealth Equation
Income - Lifestyle = Savings
👥 4 Types of People
- Hate Job / Low Pay
- Love Job / Low Pay
- High Pay / No Time
- The Goal: High Pay + Time Freedom
🌍 The 3 Freedoms
- Time: Own your calendar.
- Money: Unlimited potential.
- Location: Work from anywhere.
Financial Needs Analysis (FNA)
"Prescription without Diagnosis is Malpractice."🩺 The Doctor Analogy
Imagine walking into a doctor's office... the doctor hands you a prescription for surgery without checking you. You would run! We are Financial Doctors. We cannot recommend a solution until we diagnose the situation (FNA).
THE D.I.M.E. METHOD (Hover to Reveal)
DDebt
IIncome
MMortgage
EEducation