Client Meetings
Individual Client Meetings
An individual client meeting is a private session between a Control Option Team and the client. During this meeting, we will help the client discover their financial picture and develop strategies to help the client control more of their wealth and cash flow. This is done by taking a snapshot of the client's financial picture simply by having a relaxes conversation. Together, the team and the client will design and develop the best plan or method for meeting individual client's financial needs and achieving their financial goals.
Small or Large Group Meetings
Control Option teams are equipped to meet with various sized groups. Due to privacy restrictions and our "One-Size-Fits-One" philosophy, information provided in small and large group meetings is more broad and general in nature. Topics covered in group meetings include but and not limited to: Retirement Systems, Social Security & Medicare information and options, and a broad overview of the various components that make up one's financial picture. After attending a group session, attendees often schedule individual client meetings to receive more personalized and detailed information and guidance regarding their own cash flow and financial picture.
Virtual Consultations
Virtual consultations are an option for potential clients who live outside the greater St. Louis, MO area. These consultations can be set up for individual clients, small groups and large groups.
Isolated Mortgage Account (IMACC)
The Isolated Mortgage Account is a source of money (tax-dividends from Specially Design Life Insurance Contracts) that will not face additional taxes, automatically makes tax-deductible mortgage payments, and results in the homeowner not having to pay a mortgage out of their monthly cash flow. The IMACC can be created with a trained Control Option Specialist and a team of integrated financial resources. This team will review, discuss, and strategize with the homeowner's complete financial picture.
The Mortgage Maximizer Process (MMP)
We have developed a unique strategy for homeowners to utilize their monthly mortgage to their financial advantage.
BEWARE! It is NOT (always) advantageous to pay off a home mortgage early. Against the status quo and popular belief, paying off a home mortgage early may have financial consequences for the homeowner such a paying more (or higher) taxes, less money in the homeowner's control/cash flow, minimizing a deflation fighter, and receiving a ZERO rate of return on the money sent in early to pay the premium.
We developed our one of a kind, unique Mortgage Maximizer Process to help homeowners make their monthly home mortgage payment from a specially designed IMACC (isolated Mortgage Account) with tax-free yearly dividends from Specially Designed Life Insurance Contracts (SDLICs). These SDLICs can be created with a trained Control Option Specialist and a team of integrated financial resources. This team will review, discuss, and strategize with the homeowner's complete financial picture.
Our Client Services are Complimentary
YES! Our client meetings, small and large group educational meetings, and our virtual consultations are conducted with a team of integrated financial resources, which includes a Control Option specialist at no cost to you!
Thinking Exercises Build Strategies for You!
We refer to a variety of visuals and flow charts to enhance our meetings and further our mission to educate all our clients that they have the OPTION to gain greater CONTROL of their wealth and cash flow.
We have a series of thinking exercises that we discuss with YOU in client meetings in order to understand YOUR whole financial picture:
- Financial Discovery (Personal Economy)
- Cash Flow Awareness (Normal Month)
- Cash Flow Efficiency (Eliminate Inefficient Loans & Enhance Efficient Loans)
- Generational Thinking (Whose Wealth is It?)
- Financial Resource Roster
- Building the 10% (People helping people gain greater control of their wealth & cash flow)