Business Idea #2a

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The Wealth Coaches

TWC is one of four business brands operated by Trilogy Promotions Inc. We are a financial consulting firm devoted to empowering clients to take their futures, wealth and legacies back into their own hands where it belongs, by educating them on the ancient strategies & secrets of money known to the super-wealthy.

The Wealth Coaches teach basic money mastery skills that will help you Save, Make, Protect, Manage, and Grow money over a lifetime. In 2016, we adopted a 21st Century suite of state-of-the-art financial wealth management tools that leverage digital technology to help clients put $400 - $900 a month back in their pockets. 

As Wealth Coaches and Financial Educators, we teach people the Hidden Strategies and Investment Secrets of the Ultra-Rich. We utilize hard asset investments such as Gold, Silver, Natural Fancy Colored Diamonds, Income-Producing Real Estate, Asset Protection Trusts, Debt Reduction Strategies, Benefit Programs, Life Insurance Products, Segregated Investment Funds, and Residual Income Programs to accomplish each client's financial goals.

"Learn from History; Reap the Rewards!"

We consult to businesses and individuals alike, who want to earn more income, accumulate wealth, diversify their portfolios, and protect their assets from financial calamity. With Asset Pro, we utilize a Total Privacy and Impenetrable Asset Protection program known as the Specialized Trust Strategy that has been pioneered and perfected by the super wealthy over the last 600 years.

We coach, teach, mentor, and encourage our clients with the specific knowledge and personal development skills required to succeed. Training of the mind and spirit is a prerequisite for exceptional accomplishment in today's complex world.

We facilitate financial educational learning through seminars, in-home private business receptions, workplace 'Lunch & Learns,' webinars, videos, newsletters, and an online E-Learning platform from Teachable that we call The Wealth Coaches Academy.

The Business Opportunity

The Wealth Coaches is seeking to partner with independent consultants (IC's) who desire to help in the building of a leading-edge financial services education company whose mission is to empower investors of all age groups and financial backgrounds to self-educate and take control of their own financial futures. If they merely rely on product sales people at banks and mutual fund companies to advise them on products that they are mandated to sell and for which they receive commissions that may be contrary to the client's best interests, then clients will overpay for advice and may get underperformance on their portfolios. We aim to educate and offer alternative solutions for portfolio optimization.

We are looking for the following teams of individuals:

  • Financial Marketing Consultants to source new business leads for our education platform, The Wealth Coaches Academy, and for our hard asset portfolios including gold, silver, natural fancy colored diamonds, and income-producing real estate
  • Business Development Experts who can advise businesses on wealth management products and utilities that will help them lower operating costs and optimize their financial returns
  • Insurance Advisors who can offer solutions to clients who need insurance-related products.

We DO NOT utilize an MLM-style model, but rather a direct sales percentage-based commission model that pays you for total business that transacts resulting from your initial referral. Consultants have a linked connection to the client for any and all business done with TWC, for as long as the IC is associated with us AND current on any system access fees, training materials, and other requirements.

The Compensation Plan

The Wealth Coaches requires all representatives acting as IC's to complete a Confidentiality & Non-Disclosure Agreement (CNDA) that applies to any and all business and contacts they interface with on behalf of TWC.

IC's will earn a commision of between 10% and 25% of TWC's supplier referral fee depending on the product or service referred, the total purchase amount, and the total business conducted each month. IC's earn ongoing commissions on all courses or products purchased by their referred clients for the term of the IC's relationship with TWC. The compensation plan will be designed uniquely for the IC and will entail attractive incentives and bonuses for achieving high targets.

The Start-up Costs

The Wealth Coaches has spent considerable effort and expense in establishing the business framework for IC's to succeed as "home-based" business consultants so they can work from home and tap into the numerous taxable deductions discussed in this course. We do, however, require some costs to be shared by each IC as cost of doing business, and to support the ongoing improvement and development of the resources you will need to succeed. Although the start-up costs are small in comparison to the tens or hundreds of thousands of dollars required to start a traditional business, there are certain costs you will need to cover at the beginning and over time.

  • All currencies are in USD for simplicity, as we are doing business throughout North America.
  • IC's must register and pay an application fee of $299 USD to become an authorized IC of TWC. This covers the setup costs of preparing the CNDA, creating web profiles and email forwards, one business card design, banking set-up for earnings payouts, and other reporting requirements that may be needed.
  • IC's pay for business cards at $30 USD for 500 cards.
  • IC's must enroll in The Wealth Coaches School of Business on the Teachable platform where role-specific teaching & training materials similar to this course will be provided. Links to key documents and customer-centric marketing tools will be made available to enrolled IC's through this private platform and through a proprietary IC portal. The courses are all inclusive at $15/mo or $99/yr. This can be expensed as a business licence fee with TWC.
  • IC's must pay for affiliate access to the TWC school which allows them to earn referral fees paid directly by Teachable for all enrollments generated as a result of the IC's unique affiliate link, from wherever it was sourced. Teachable requires a W8 or W9 form to be completed depending on Canada or US taxpayer status. The fee for system access will be billed monthly or annually direct to TWC at the subsidized rate of $15/mo or $99/yr. This allows us to utilize Teachable for all course referral commission collections and reporting, which is then paid on the first of each month based a rolling 30-day basis after a 30-day money back guarantee to the customer.
  • IC's receive a one-page dedicated website landing page to refer to clients for enhanced credibility. Optionally, IC's can purchase a dedicated personal affiliated website at 50% off the retail price.

All in start-up costs would be $359 USD.

  • $299 for registration, $30 for 500 business cards, $15/mo platform access fee for TWC's School of Business, and $15/mo for each Teachable school affiliate link that pays you for referrals of those courses.