Exeter April 2017 Meeting
A Strategy Anyone Could Do – The Winner of Mastermind 13 Shows You How – Dave Morris
Dave Morris is the overall winner of Mastermind 13 and he wants to share with you the simple strategy that he followed that allowed him to beat the targets of the Mastermind Programme.
He will relate the programme to his experience of climbing and attempting to climb some of the world’s most famous mountains.
There have been successes and failures, massive challenges and moments of euphoria and Dave will share all with you. Sometimes an emotional journey, Dave opened his heart on the final day of Mastermind 13 and he will do the same with you.
Expect Dave to challenge you to find the reason WHY you really want to make this work and to feel the depth of his own reason WHY.
Dave focusses on the reason WHY and the mindset that allowed him to overcome a number of personal obstacles throughout the year as well as giving clear and concise explanations of precisely what he did. He is able to do this because the strategy was very straightforward.
ALSO … Portfolio Protection – Optimised Insurance & Hidden Gems – Right Plan
Matthew Carpenter will teach you about some of the industries best kept secrets. These could save you up to 49% on life insurance by simply taking advantage of HMRC-endorsed options that are rarely spoken about.
In our presentation “Optimised Insurance & Hidden Gems” we'll also be demonstrating how specific insurance policies and trusts will benefit you and your family, by minimising inheritance tax (IHT) and maximising your legacy.
With only 6% of all life policies being written into trust, the mere absence of this document has heavily contributed to the £4.75 billion paid in IHT during 2015/16.
We feel that this is to the detriment of many families and this needn't be your story, especially when we offer our advisory service free to pin members.
Covered In the presentation will be:
- The benefits of company owned policies over personal plans.
- The Importance of writing policies into trusts.
- How to maximise your insurance.