M2

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Slide 1: 

Welcome To M2 Our Vision – “to live fun-filled lives, working with trusted friends to create meaningful differences in the lives of our clients” M2 Charitable Giving Program

Building Your BusinessThrough Advanced Planning : 

Building Your BusinessThrough Advanced Planning M2, LLC

Who Is M2? : 

Who Is M2? M2 is an advanced planning firm specializing in assisting financial professionals in meeting the needs of their clients. We accomplish this through the depth of our knowledge and our ability to successfully identify solutions for unique client situations.

Who Is M2? : 

Who Is M2? M2 has offices in St. Louis, MO and Incline Village, NV (Lake Tahoe). Mark P. McLaren CPA – 1991 University of Illinois MBA – 1997 Columbia University 7 Years with Coopers & Lybrand Professor of Accounting – Saint Louis University John (JJ) Mueller CPA – 1989 Saint Louis University MBA – 1991 Saint Louis University 4 Years with Coopers & Lybrand M2’s Principals

Why Do You Need A Team : 

Why Do You Need A Team Today there are too many things to know – you need a team. Premium Financing NQDC 412(i) Qualified Plan Transfers Split-Dollar COLI/BOLI ESOPs 162 Bonus Plans 457 Plans Buy/Sell Plans VEBA Private Placement Family Foundation The better the knowledge – the better the team. AR Financing

Helping You Succeed : 

Helping You Succeed A Focus on Supporting Others, A Proven Strategy of Targeting Your Current and Potential Clients, and An Ability to Stand Side-By-Side with You To Close Business Our Business Has -

How Does This Help You? : 

How Does This Help You? Client Retention New Client Opportunities New Revenue

How Do We Work With You? : 

How Do We Work With You? M2 works directly with you in several ways to build the success of your business. Business Processing Knowledge, Expertise, & Learning Business Development Product Access

How Do We Work With You? : 

How Do We Work With You? M2 works directly with you in several ways to build the success of your business.

Product Access : 

Product Access Our Primary Carriers We have access to all other carriers.

Business Processing : 

Business Processing M2 can take the work out of your life business. As part of our relationship, M2 can provide business processing and underwriting support. You can focus on your clients and building your business.

Knowledge, Expertise & Learning : 

Knowledge, Expertise & Learning Our primary service – being the team member with knowledge and expertise in areas that can help your clients. We are solutions focused and approach your clients with the goal of identifying the best solution for their unique needs.

Knowledge, Expertise & Learning : 

Knowledge, Expertise & Learning Our knowledge and expertise focuses on financial solutions for business owners and high net-worth individuals and families. We work hand-in-hand with you in providing these services to your clients.

Knowledge, Expertise & Learning : 

Knowledge, Expertise & Learning Helping You Learn Along The Way – We have professional materials to help you learn each strategy and to help you communicate with your clients.

Business Development : 

Business Development Want to really grow your business? We have a proven strategy for helping you build your business – through advanced sales. M2’s – Success Plan

Business Development : 

Business Development Using M2’s Success Plan we are able to significantly increase the amount of advanced planning business and your level of income.

Business Development : 

Business Development M2’s Success Plan takes a 4 Step systematic approach to building your business. Step 1: Critically reviews your business over the past 12 months – analyzing your successes AND your failures.

Business Development : 

Business Development M2’s Success Plan takes a 4 Step systematic approach to building your business. Step 2: Assists you in choosing your business going forward.

Business Development : 

Business Development M2’s Success Plan takes a 4 Step systematic approach to building your business. Step 3: Helps you design marketing and implemen- tation strategies to succeed.

Business Development : 

Business Development M2’s Success Plan takes a 4 Step systematic approach to building your business. Step 4: Directs you toward your initial success.

Business Development : 

Business Development M2’s Success Plan is built around a simple strategy – focus on your high-influence opportunities.

Business Development : 

Business Development

Business Development : 

Business Development Some People Say - Success Breeds Success We tend to think -

Business Development : 

Business Development M2’s targeting strategy helps you identify your initial success – by categorizing your high-influence clients and targets.

Business Development : 

Business Development

Business Development : 

Business Development By categorizing your high-influence clients we are then able to help you match each client to a few specific, and applicable, planning strategies. With the planning strategies identified, we can help you tailor a strategy to successfully approach your client or target.

Business Development : 

Business Development The result – Better Existing Client Relationships New Client Relationships Significantly Increased Revenue

Thank You For Your Time! : 

Thank You For Your Time! Live Life

Like To Learn More? : 

Like To Learn More? If you would like to learn more about M2 and our services you can reach us at: Website: www.m2llc.com Mark P. McLaren – 314.862.0995 or mark@m2llc.com JJ Mueller – 775.831.1786 or jj@m2llc.com

Biographies of Principals : 

Biographies of Principals Mark P. McLaren, CPA, MBA John “JJ” Mueller, CPA, MBA Click on the links below to open complete biographies on each of the principals.

Sample Materials : 

Sample Materials Click on each item below to open the sample file. ESOP Corporate Strategies Individual Strategies Premium Financing AR Financing Asset Protection Buy/Sell Defined Benefit Plan Family Pension Family Succession Planning Investment Protection Strat. Key Person Prem. Fin. w/Int. Def. Private Annuity Qualified Plan Trans. Succession Planning VC Indemnity

Charitable Giving Program : 

Charitable Giving Program As part of our relationship, M2 will donate 2% of M2’s revenue generated through the relationship to mutually agreeable charities or causes. The donation will be made in the name of your organization and M2.

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