UFirst Alliance^TM offers a simpler, more secure way to build wealth, plan retirement and leave a legacy. It comes in three main components: the Money Merge Account^® program to eliminate debt, the BOSS^TM Plan as the wealth building vehicle, and the Banker's Table^® Training System to guide you in maximizing your own private banking system.

The  B O S S  Plan

Bankers Optimal System of Security^TM

BOSS is our proprietary system, licensed exclusively to UFirst Alliance. It allows you to mimic the banking system. BOSS is not a traditional bank --- it's better. The foundation for this banking system may seem unlikely at first, but, in its simplicity, BOSS is a powerful machine.

The foundation of BOSS is a whole life policy from a mutual life insurance company. Our patent-pending method allows you to enhance, and supercharge your system using multiple components of a policy that help it exceed any other model out there. It accumulates wealth much faster than a traditional whole life policy. In fact, we contend that the combination of the Money Merge Account and BOSS create the most prolific wealth accumulation tool available.

The insurance policy is not an investment. A dividend-paying, whole life insurance policy from a mutual company established to follow the guidelines of our proprietary method is simply the tool that can mimic all the basic functions of a banking system without having to set up a chartered bank.

Wealth Building

Rule #1 of wealth building is to never lose the principal value of your nest egg.
Rule #2 is never violate rule #1.

Where is your current money flow? How many vehicles, vacations or emergencies will you and your family finance over the next 30 – 40 years? If you are a business owner, what is the interest rate on that signature loan at the corner bank that you actively use as a line of credit for your business operations?

A recent Wall Street Journal article explains how Colby Olds, a UFirst client, uses Banker's Table to create a private banking system. In 2008, Colby set up his BOSS Plan and with his first banking transaction he paid off his minivan and redirected over $600 per month back to his BOSS Plan versus losing that money each month. Instead of watching his retirement account drop by over 50% like many people did last year, he used his minivan to build up his banking system and reclaim over $7,200 in wealth that previously would have been lost.

Retirement and Legacy Planning

Income for retirement and your beneficiaries can be guaranteed and predictable. How is your plan?

What control do you have with your 401(k), IRA, SEP or pension? The money is yours but its control is not until 59 ½ . Put yourself back in control! The markets are in the middle of the worst ten-year stretch in Wall Street’s history according to the New York Times…and yes that includes the Great Depression. Consider the market's volatility: in the last 10 years we have experienced two destructive declines.

Banks have thrived for centuries by feeding upon the fruits of lending. Banks do not invest— they lend! Let’s put your current money flow to better use in a financial vehicle that offers a death benefit, tax-free growth, contractually increases and protects against downside risk. Where does your retirement income on a yearly basis need to be? What is the financial legacy you will leave to your beneficiaries? How does that compare to your current plan? Let BOSS, guided by the Banker's Table^®, put you on a better path.

Learn more by talking with Mark and Donna Turner : 760-765-3879

or e-mail donna@graceproceeds.com

We will run a free report to show you how fast you can eliminate debt. We can also order a free BOSS policy design to project your wealth potentials.