David McKnight & Company

 

HARNESS THE POWER OF ZERO.

Here's the alarming news that most Americans don't want to hear: tax rates have to double or our country will go broke. Given this reality, millions of Americans need to fundamentally change how they save for retirement! They need to experience the power of the zero percent tax bracket. Why? Because if tax rates double, two times zero is still zero!

The message is urgent and the time to act is now. The problem is, most Americas lack the expertise and know-how to shift course. That's where you come into play. You are the trusted advisor that can help them adopt the zero-tax paradigm and avoid the tax train wreck that awaits them in retirement. But, how do you attract these prospects and how do you tell this story in a way that leads to more sales and more client relationships?

What if there were a sales system designed to put you in front of a consistent and predictable stream of motivated prospects eager to adopt the zero-tax paradigm? And what if this sales system gave you the proven presentations, sales tracks and scripts that led to more life, annuity and AUM sales for your practice? If this is the sales system you're looking for, then welcome to The Power of Zero Marketing Program.

THE POWER OF ZERO MARKETING PROGRAM

UNIVERSITY
WORKSHOP PROGRAM

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HOW IT WORKS

This is our turnkey, flagship marketing strategy designed to put advisors in front of a consistent, predictable stream of new clients. Advisors teach a 6 hour, two-day workshop to pre-retirees ages 50 to 67 at a college or university campus near their office.

Advisors may mail up to 10,000 households within specific, locked-down territories. Because attendees pay a $49 tuition, they are invested in the process and eager to learn. When the class is over, attendees may arrange for a private, complimentary strategy session with the advisor. This workshop sets the table for life insurance, annuity and asset under management sales. Resources include a professional mailer, PowerPoint (with speaker’s notes), a two volume set of University Workbooks, and full access to a Power of Zero marketer who will assist with Road Maps and Before and After comparisons. Typical returns are between 25 and 35 households.

THE POWER OF ZERO
DINNER WORKSHOP™

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Dinner workshops are one-night events held at restaurants and are designed to complement the University Workshop Program. Advisors may mail up to 10,000 households within their assigned University Workshop territory.

During the workshop the advisor presents the Power of Zero flagship presentation either by PowerPoint or whiteboard. Afterwards, attendees can opt-in to a complimentary strategy session at the advisor’s office. Resources include the Power of Zero PowerPoint (with speaker’s notes), and a professional mailer.

Advisors have full access to Power of Zero marketers who will assist with Road Maps and Before and After comparisons. Typical returns are between 45 and 55 households. Participation in the University Workshop program is required. Exceptions must be approved by David McKnight.

THE POWER OF ZERO
CASE DESIGN™

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For advisors who want help getting their existing clients into the 0% tax bracket, we can assist in the creation of Road Maps and Before and After comparisons through Wealthy and Wise. Our Power of Zero marketers begin by helping analyze the advisor’s existing clientele to identify Power of Zero prospects. After laying out a Power of Zero strategy for each client, marketers prepare the advisor to present the case both conceptually and mathematically.

THE POWER OF ZERO
CLIENT APPRECIATION EVENT™

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David McKnight can give his flagship Power of Zero presentation at your next client appreciation event anywhere in the country at a cost of $5,000. For advisors who send sufficient life and annuity business through The Power of Zero Marketing Program™, this cost may be reimbursed. Advisors who do so may also utilize Power of Zero Case Design™.

Minimum RSVP and proof of production is required.

THE POWER OF ZERO
MENTOR PROGRAM™

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Advisors receive all the scripts, power phrases, techniques and strategies necessary to be successful in The Power of Zero Marketing Program™.

Our weekly Power of Zero Webinar™ includes:

  • A new Power of Zero case study every week
  • Marketing strategies and tips
  • Unlimited Q&A with David McKnight

And The Power of Zero Portal™ includes:

  • Video, audio and script of the Power of Zero flagship presentation
  • Scripts to all three Power of Zero sales meetings
  • A comprehensive list of objections and responses
  • Access to the Power of Zero Learning Library™, and more!

Advisors who utilize the University Workshop Program and The Power of Zero Dinner Workshop™ can participate for free. For captive advisors who do not have access to these programs, they can enroll in The Power of Zero Mentor Program™ at a cost of $245 per month for 12 months.

MEET DAVID

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David McKnight graduated from Brigham Young University with Honors in 1997. His popular retirement workshop “The Power of Zero” has been seen by thousands of Americans across the country. David’s “zero tax” paradigm has been featured in national magazines and is the basis of his #1 Amazon best-selling book The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement from Acanthus Publishing. David has trained thousands of financial advisors on his strategies and currently mentors a group of elite advisors from across the country.

David began his career in the financial services industry in 1997 and has since helped put hundreds of people on the road to the 0% tax bracket. David is very involved with his family, church and community. He currently resides in Grafton, Wisconsin with his wife Felice and their seven children.

meet the staff

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Greg Gillis - CASE DESIGN SPECIALIST

Greg Gillis is a graduate of Hendrix College and is a Certified Financial Planner™. Prior to joining David McKnight & Company he worked for a retirement planning firm where he designed financial strategies for advisors and their clients across the country.

Kenneth McFarland - CASE DESIGN SPECIALIST

Kenneth McFarland graduated from the University of Utah in 2010 and later went on to earn a Masters in Business Administration. Before joining David McKnight & Company he was an account manager with Intermountain Health Care in Salt Lake City, UT.

Taylor Evans - CASE DESIGN SPECIALIST

Taylor Evans graduated from Dixie State University with a degree in Business and currently lives in Saukville, WI with his wife Toree and their daughter Emree.

Spencer Jablonski - CASE DESIGN SPECIALIST

Spencer Jablonski graduated from Purdue University with a degree in Human Resources. Prior to joining David McKnight & Company he was a retirement plan administrator for a national company, administering plans to small businesses throughout Wisconsin.

Kelsey Hansen - PERSONAL ASSISTANT TO DAVID MCKNIGHT

Kelsey Hansen graduated from Brigham Young University in 2010 where she studied Business Management. Before joining David McKnight & Company she worked as a Customer Relations Specialist in a credit union for 8 years.

MENTOR PROGRAM

Tap to Expand

Tap to Collapse

 

Advisors receive all the scripts, power phrases, techniques and strategies necessary to be successful in The Power of Zero Marketing Program™.

Our weekly Power of Zero Webinar™ includes:

  • A new Power of Zero case study every week
  • Marketing strategies and tips
  • Unlimited Q&A with David McKnight

And The Power of Zero Portal™ includes:

  • Video, audio and script of the Power of Zero flagship presentation
  • Scripts to all three Power of Zero sales meetings
  • A comprehensive list of objections and responses
  • Access to the Power of Zero Learning Library™, and more!

Advisors who utilize the University Workshop Program and The Power of Zero Dinner Workshop™ can participate for free. For captive advisors who do not have access to these programs, they can enroll in The Power of Zero Mentor Program™ at a cost of $245 per month for 12 months.

Member Portal

DYNAMIC SPEAKER

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David McKnight is a highly regarded speaker whose workshop “The Power of Zero” has been seen by thousands of Americans across the country. He has addressed NAIFA organizations, insurance companies, broker dealers, field marketing organizations, professional societies and radio audiences from coast to coast. Most recently David was a main platform speaker at Forum 400, an annual gathering of the top 1% of financial advisors in the country. In the summer of 2014, he was a Focus Speaker at the annual world-wide meeting of the Million Dollar Round Table in Toronto, Canada.

To book David as a speaker or radio guest, call 262-478-9102.

David McKnight at Day with MDRT 2015

 

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BESTSELLING AUTHOR

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David McKnight is the author of two #1 Amazon best-selling books, The Power of Zero and Look Before You LIRP. These books can be purchased in bulk at thepowerofzerobook.com and lookbeforeyoulirp.com.

Buy! - The Power Of Zero

Buy! - Look Before You LIRP

Bulk discounts are as follows:

  • 1 to 19 books: No discount.
  • 20 to 49 books: $1.50 discount per book.
  • 50 to 99 books: $2.50 discount per book.
  • 100+ books: $3.50 discount per book.
Praise for Power of Zero

What if there were a sales system designed to put you in front of a consistent and predictable stream of motivated prospects eager to adopt the Power of Zero paradigm?

UNIVERSITY
WORKSHOP PROGRAM

Tap to Expand

Tap to Collapse

HOW IT WORKS

This is our turnkey, flagship marketing strategy designed to put advisors in front of a consistent, predictable stream of new clients. Advisors teach a 6 hour, two-day workshop to pre-retirees ages 50 to 67 at a college or university campus near their office.

Advisors may mail up to 10,000 households within specific, locked-down territories. Because attendees pay a $49 tuition, they are invested in the process and eager to learn. When the class is over, attendees may arrange for a private, complimentary strategy session with the advisor. This workshop sets the table for life insurance, annuity and asset under management sales. Resources include a professional mailer, PowerPoint (with speaker’s notes), a two volume set of University Workbooks, and full access to a Power of Zero marketer who will assist with Road Maps and Before and After comparisons. Typical returns are between 25 and 35 households.

THE POWER OF ZERO
DINNER WORKSHOP™

Tap to Expand

Tap to Collapse

Dinner workshops are one-night events held at restaurants and are designed to complement the University Workshop Program. Advisors may mail up to 10,000 households within their assigned University Workshop territory.

During the workshop the advisor presents the Power of Zero flagship presentation either by PowerPoint or whiteboard. Afterwards, attendees can opt-in to a complimentary strategy session at the advisor’s office. Resources include the Power of Zero PowerPoint (with speaker’s notes), and a professional mailer.

Advisors have full access to Power of Zero marketers who will assist with Road Maps and Before and After comparisons. Typical returns are between 45 and 55 households. Participation in the University Workshop program is required. Exceptions must be approved by David McKnight.

THE POWER OF ZERO
CASE DESIGN™

Tap to Expand

Tap to Collapse

For advisors who want help getting their existing clients into the 0% tax bracket, we can assist in the creation of Road Maps and Before and After comparisons through Wealthy and Wise. Our Power of Zero marketers begin by helping analyze the advisor’s existing clientele to identify Power of Zero prospects. After laying out a Power of Zero strategy for each client, marketers prepare the advisor to present the case both conceptually and mathematically.

THE POWER OF ZERO
CLIENT APPRECIATION EVENT™

Tap to Expand

Tap to Collapse

David McKnight can give his flagship Power of Zero presentation at your next client appreciation event anywhere in the country at a cost of $5,000. For advisors who send sufficient life and annuity business through The Power of Zero Marketing Program™, this cost may be reimbursed. Advisors who do so may also utilize Power of Zero Case Design™.

Minimum RSVP and proof of production is required.

THE POWER OF ZERO
MENTOR PROGRAM™

Tap to Expand

Tap to Collapse

Advisors receive all the scripts, power phrases, techniques and strategies necessary to be successful in The Power of Zero Marketing Program™.

Our weekly Power of Zero Webinar™ includes:

  • A new Power of Zero case study every week
  • Marketing strategies and tips
  • Unlimited Q&A with David McKnight

And The Power of Zero Portal™ includes:

  • Video, audio and script of the Power of Zero flagship presentation
  • Scripts to all three Power of Zero sales meetings
  • A comprehensive list of objections and responses
  • Access to the Power of Zero Learning Library™, and more!

Advisors who utilize the University Workshop Program and The Power of Zero Dinner Workshop™ can participate for free. For captive advisors who do not have access to these programs, they can enroll in The Power of Zero Mentor Program™ at a cost of $245 per month for 12 months.

MEET DAVID

Tap to Expand

Tap to Collapse

 

David McKnight graduated from Brigham Young University with Honors in 1997. His popular retirement workshop “The Power of Zero” has been seen by thousands of Americans across the country. David’s “zero tax” paradigm has been featured in national magazines and is the basis of his #1 Amazon best-selling book The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement from Acanthus Publishing. David has trained thousands of financial advisors on his strategies and currently mentors a group of elite advisors from across the country.

David began his career in the financial services industry in 1997 and has since helped put hundreds of people on the road to the 0% tax bracket. David is very involved with his family, church and community. He currently resides in Grafton, Wisconsin with his wife Felice and their seven children.

meet the staff

Tap to Expand

Tap to Collapse

 

Greg Gillis - CASE DESIGN SPECIALIST

Greg Gillis is a graduate of Hendrix College and is a Certified Financial Planner™. Prior to joining David McKnight & Company he worked for a retirement planning firm where he designed financial strategies for advisors and their clients across the country.

Kenneth McFarland - CASE DESIGN SPECIALIST

Kenneth McFarland graduated from the University of Utah in 2010 and later went on to earn a Masters in Business Administration. Before joining David McKnight & Company he was an account manager with Intermountain Health Care in Salt Lake City, UT.

Taylor Evans - CASE DESIGN SPECIALIST

Taylor Evans graduated from Dixie State University with a degree in Business and currently lives in Saukville, WI with his wife Toree and their daughter Emree.

Spencer Jablonski - CASE DESIGN SPECIALIST

Spencer Jablonski graduated from Purdue University with a degree in Human Resources. Prior to joining David McKnight & Company he was a retirement plan administrator for a national company, administering plans to small businesses throughout Wisconsin.

Kelsey Hansen - PERSONAL ASSISTANT TO DAVID MCKNIGHT

Kelsey Hansen graduated from Brigham Young University in 2010 where she studied Business Management. Before joining David McKnight & Company she worked as a Customer Relations Specialist in a credit union for 8 years.

MENTOR PROGRAM

Tap to Expand

Tap to Collapse

 

Advisors receive all the scripts, power phrases, techniques and strategies necessary to be successful in The Power of Zero Marketing Program™.

Our weekly Power of Zero Webinar™ includes:

  • A new Power of Zero case study every week
  • Marketing strategies and tips
  • Unlimited Q&A with David McKnight

And The Power of Zero Portal™ includes:

  • Video, audio and script of the Power of Zero flagship presentation
  • Scripts to all three Power of Zero sales meetings
  • A comprehensive list of objections and responses
  • Access to the Power of Zero Learning Library™, and more!

Advisors who utilize the University Workshop Program and The Power of Zero Dinner Workshop™ can participate for free. For captive advisors who do not have access to these programs, they can enroll in The Power of Zero Mentor Program™ at a cost of $245 per month for 12 months.

Member Portal

DYNAMIC SPEAKER

Tap to Expand

Tap to Collapse

 

David McKnight is a highly regarded speaker whose workshop “The Power of Zero” has been seen by thousands of Americans across the country. He has addressed NAIFA organizations, insurance companies, broker dealers, field marketing organizations, professional societies and radio audiences from coast to coast. Most recently David was a main platform speaker at Forum 400, an annual gathering of the top 1% of financial advisors in the country. In the summer of 2014, he was a Focus Speaker at the annual world-wide meeting of the Million Dollar Round Table in Toronto, Canada.

To book David as a speaker or radio guest, call 262-478-9102.

David McKnight at Day with MDRT 2015

 

Tap to Expand

Tap to Collapse

 

BESTSELLING AUTHOR

Tap to Expand

Tap to Collapse

 

David McKnight is the author of two #1 Amazon best-selling books, The Power of Zero and Look Before You LIRP. These books can be purchased in bulk at thepowerofzerobook.com and lookbeforeyoulirp.com.

Buy! - The Power Of Zero

Buy! - Look Before You LIRP

Bulk discounts are as follows:

  • 1 to 19 books: No discount.
  • 20 to 49 books: $1.50 discount per book.
  • 50 to 99 books: $2.50 discount per book.
  • 100+ books: $3.50 discount per book.