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Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

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Case Study: Partnering You have a relationship with a “turnkey” real estate company who provides fully market-ready and already-rented real estate that typically yields 8-12% cash-on-cash return (this is very common) You find a third party investor (we’ll call him “Bob”) who has money to invest and is seeking a return of 8%. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at

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Page 1: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Non-Contribution Strategy #3: Partnering

Salary Deferral

Profit Sharing

Maximizer Strategy

Your Strategic Affluence 401k

Reinvest

BorrowCapital

Partnering

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 2: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Partnering is easily the most powerful way to exponentially grow

your Strategic Affluence 401k.

Imagine This Realistic Scenario…

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 3: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

• You have a relationship with a “turnkey” real estate company who provides fully market-ready and already-rented real estate that typically yields 8-12% cash-on-cash return (this is very common)

• You find a third party investor (we’ll call him “Bob”) who has money to invest and is seeking a return of 8%.

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 4: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

• You structure a “preferred partnership” with Bob that works like this:

1. You connect Bob with this great investment and contribute a minimal amount of cash

2. Bob puts up the commanding percentage of the purchase price for the property

3. Bob gets all of the income/profit from the property each year up to his 8% profit target

4. Your Strategic Affluence 401k gets all profit above 8%!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 5: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

This is a perfect win-win… Bob gets the 8% he sought in the first place, and your Strategic Affluence 401k

gets everything above that… including the appreciation on the property when it’s sold!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 6: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Sure, it’s possible that the investment might not yield more than 8% each year. But does that really matter

to you? After all, how much money does your Strategic Affluence 401k have at risk in this case?

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 7: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Answer: Virtually Nothing!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 8: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Now let’s be clear: It’s possible that your Strategic Affluence 401k may have to spend a few bucks to get

the legal paperwork drawn up. And depending on the deal, you might have to chip in around 10% of the

capital. But in the big picture, that’s nothing!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 9: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Commercial Property Example

• You’ve identified a piece of commercial property that costs $3,000,000

• After expenses, the property generates a 10% cash-on-cash return

• You identify a cash partner who can provide the financing, and you contribute the deal plus 10% of the property price. The cash partner gets the first 8% of the return, plus ½ of the equity increase. You get everything else.

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 10: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Commercial Property Example

• The property is generating $300,000 income per year (10% of the property value)

• The cash partner gets the first 8% of the cash flow ($240,000)

• You get the remaining 2% ($60,000)

• Your partner got his 8%. And you got a whopping 20% return!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 11: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Commercial Property Example

• If the property ultimately sells for $3,500,000 (a gain of $500,000), you and your partner would each receive $250,000 (before expenses)!

• You profited from a $3,000,000 deal with only $300,000 involved – a leverage of 3,000:1!

• All of these variables are fully negotiable

• The raw financial potential is HUGE

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 12: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Can you imagine the power of creatively applying Preferred Partnership strategies in the context of your

Strategic Affluence 401k?

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 13: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

You can literally become a millionaire by investing a small amount of cash into any deal, if you simply do

enough of them.

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 14: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

You may even choose to shift your focus from “contributing” huge amounts of money to your Strategic Affluence 401k to simply being a “deal

finder” or ”transaction engineer”.

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 15: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

The potential is absolutely overwhelming!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 16: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Mr. Tim Berry, the attorney who provides the legal framework for the

Strategic Affluence 401k, is an acknowledged expert

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 17: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

in the use of a special type of partnership called “Preferred

Partnerships” inside of Strategic Affluence 401k’s…

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 18: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Whenever he speaks about this subject, you’ll do well to pay close

attention!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 19: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Here again, this is a reason you must make a point to attend (repeatedly) the live training events provided for Strategic Affluence 401k users. At many of these

events, Mr. Berry will spend substantial time addressing the immensely powerful ways that your

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 20: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Strategic Affluence 401k can benefit from creative partnership strategies. With a tiny amount of effort,

creative partnership strategies can explode the financial results of your Strategic Affluence 401k by

orders of magnitude more than you ever could through Contributions!

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

Page 21: Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering

Case Study: Partnering

Be sure to watch our separate training explaining how to find out more about the Strategic Affluence

Preferred Partnership Program…

This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com