TRAINING FACT SHEET Updated June 11, 2009 - Content is subject to change without notice

 
A great event in the history of financial services is about to take place, as a new bridge is created within the marketing industry. The following information is exclusively for individuals invited to attend EQULI's boot camp training. For additional information, please contact us at info@equidigm.com   

Who/What/Why/How | Benefits to public | Market size | How to participate | What's in it for you | Requirements | Training Schedule
Costs | How to register | Finances | Companies we market | Logistics | Local State Licensing | Contact info | Q&A | Back to info page

1. Who, What, Why and How

Who we are: Equidigm Financial Solutions (EQ) is a company dedicated to stimulate family wealth through awareness and intelligent financial solutions one home at a time. Basically to create wealthy people. EQ takes a brand new approach to the financial services industry. Helping our clients with the best possible financial options is our #1 priority. EQ's management team was formed to ensure the long term success of the company, but more importantly for the financial success of the people we serve. Supported by very well established companies, and using the finest financial products available today, Equidigm creates a paradigm shift in families' equity management strategies. The EQ University & Learning Institute (EQULI) was created to focus on the training and education of EQ's representatives and of the general public..

What we want: EQ wants you to join forces with us and help grow our team of tens of thousands of agents. EQ desires to use this team to plant seeds of financial strategy awareness on a global scale. We want you to understand our vision, join our team and help spread these seeds to as many people as we can.

What we have done: Over the past several years we have been researching the financial industry to find the key to unlocking true wealth. We have finally found it and EQ is proud of our long term business model. EQ has taken great lengths and a lot of money to formulate our packaging of diversified financial products and the companies who offer them

What is the key: The key is simply that earning a lot of money is not only possible but actually Too Good NOT to Be True! With EQ’s help more people can participate at a level closer to ‘the factory’ of cash than ever before. This means that there is just simply a whole lot of money available to us that we previously thought was unattainable.

Do I always have to dig up my own leads? Leads represent the “living force” of the financial industry. Without leads, companies in this industry simply don’t make it. EQ works hard to market our system and deliver life changing presentations that create leads for you. We are working up to providing weekly financial seminars. Our Advisors will play an integral part in following up with all of the attendees who need to take advantage of our programs and become actual clients. As we grow our base of agents we can continue to perfect and grow our marketing and lead generation technologies.

What we market: EQ does not provide insurance or other financial products. We represent the experts in the financial industry who offer the best products we can find at any given time. We market the awareness of such products. We market the strategies behind implementing such products into the lives of our clients, we market the knowledge of which products are right for our clients individual priorities and business models. In most cases, without any out-of-pocket money.

How we do it: Through our seminars and presentations and one home at a time we create and offer financial awareness & education, proper insurance strategies, safe financial placement ideas for education, lifestyle & retirement planning, and better mortgage strategies. Our strength is that we are a marketing company, and as such we generate leads solely for the companies that meet our very strict criteria of integrity, performance and service to the clientele – we work only with companies that put customers first! We will be generating leads through: television, radio, print media, Internet, seminar promoters, speakers and trainers, banks, insurance companies, mortgage & securities brokers, for-profit and not-for-profit organizations, special groups, etc. 

2. Benefits to the public

There are numerous financial products available, each customized to meet individual needs and provide financial benefits such as:

We believe that creating a successful financial strategy is not only reserved for the wealthy; it is available to all people independently of their income bracket. By combining our powerful strategies with our partners’ powerful programs, we help make clients’ money work for them (and their families). This six-step strategy plays a key role in helping clients prepare for their financial futures. 

3. Market size

Our overall market is global. However, we have chosen to build our foundation right here in the good old USA. In North America, an estimated 95% of the population could benefit from and actually need one of the financial products we are marketing for our strategic partners. Based on past results, over 60% of people we approach want to become our clients to use our products or at least want to know more about the financial products/services we market. So the market is vast and growing. We have tremendously beneficial cash programs for businesses to take advantage of also and that even further increases our market scope. We have special programs for seminar promoters, for-profit and not-for-profit organizations, churches, etc. We will be marketing through television, radio syndicated shows, print media, Internet, and several other media channels.

4. How to participate

Three options to choose from:

• Option 1: Attend our seminars and become a client to begin changing your financial future immediately.

• Option 2: Attend our special 4 1/2-day EQULI boot camp and MTA (Money Technology Approach) training & Certification. If desired, you can further your training and become an EQ licensed life agent with your own State Life Insurance License (you could earn a strong six figure annual income even part time and change peoples lives for the better at the same time).

• Option 3: From time to time we offer additional training, seminars and other events where people associated to us are invited to attend. 

5. What’s in it for you?

You will be joining a marketing family that will help and support you in your efforts. Tell us what you want to achieve, and we’ll work on an individualized plan, carefully customized just for you. Here’s what you will find:

6. Requirements

The following elements are required to participate in this opportunity: 

7. Training Schedule: times, locations and subjects are subject to change.

FUTURE TRAINING: Additional Trainings & Local Trainings are being planned for 2009. Dates and locations will be posted as soon as they are confirmed.

CONTINUING EDUCATION: A certain number of CE points are required each year to keep your Insurance licenses active. We will make our agents aware of various CE programs. Additionally we sometimes make recommendations to motivational sales forums such as the Money & You program. Details available soon or Click here for non-updated details!

School /training locations: (see maps at the end of this document) 

Upcoming Boot Camp & MTA Certification in Bountiful, UT (near Salt Lake City): see map
Hotel location in Bountiful/North Salt Lake: Country Inns & Suites - see map below
Nationwide Licensing schools: Dearborn/Kaplan Financial Services
CA Licensing School: Mike Russ Financial Training Centers in San Diego (www.mikeruss.org + Map)

Equidigm Offices in Salt Lake City area

Contact us for update on locations

8. Costs (some of the training costs will be reimbursed to you, on one condition explained below) 

We will be investing a lot of time and money in your training – we will not ask you to reimburse us for that investment in you. However, although we would love to pay for all of your expenses to become one of our agents/affiliates, we feel strongly that you need to make a minimal financial commitment to us, and to yourself.

The following fees (subject to change) are the ones you are responsible for (please read “Financial Support For Training” below, as in some cases we can possibly help you financially): 

Terms: attendees have the choice to either pay all training fees upfront, or take advantage of the special financial program described below. However, because we can only offer the program to a limited number of people, we will appreciate if the people who can afford to pay the fees upfront do it. As mentioned, some of those fees will be reimbursed to you upon the sales of financial products to clients. In all cases, a $500 "good faith" deposit is required upon registration and another $500 before starting training. 

Transportation, lodging, food 
You are responsible for your own expenses to and from, during and after training. We are normally able to arrange for special group rates at the hotel where the training will be taking place. Click here for recommended hotel (Country Inns & Suites) - EQ corporate rate is available and should include free airport shuttle, breakfast and Internet.
FLIGHT & CAR: Best rates available at www.peoplesmarttravel.com (owned by an MTA-Licensed company). Several people have a car so we can probably arrange transportation between the recommended hotel and the training location. From the airport to the hotel, please use the free shuttle - contact us if you encounter any difficulties in this regard.

9. How to register 

• For Equidigm (marketing training & license) and MTA Certification: submit the online form 
• Local State Licensing: We have partnered with Dearborn, one of the largest training companies in the world, to provide local licensing training to all our agents, in every state and at a discounted rate. Click here to find out more and to register (you will first need to register - select "New to Kaplan Learning Manager? Register here.") 
• Southern California State Licensing: register onsite at Mike Russ Schools on the first day of class, and ask for a $20 discount coupon as member of Equidigm's Wealth Building Team.

10. Financial arrangements

As mentioned above, you are responsible to come up with some upfront money (as good faith!), to help cover some of the costs of the boot camp.

• FULL TRAINING: 4 1/2 days of professional training & transformation

  Total cost for both trainings (EQ and MTA): after scholarship, only $1,000 ($500 deposit, balance due before entering the boot camp) - cash bonuses up to total cost of training, over time, thus compensating for a large portion (if not all) of what you are paying for attending the boot camp (in other words, reimbursement through marketing fees, starting with your first individual sale).
   

• Existing agents: when a camp is being offered we invite you to participate at no cost other than a $50 donation for snacks and updated program training material. However, there might be a cost for attending advanced training from special guests.
   

• Existing clients: participating in some programs may allow you to attend with no out-of-pocket money - contact us for details. 

If money is really a big issue and there is no way for you to come up with the necessary funds but are truly motivated and are willing to make things happen for yourself, we might be able to make some financial arrangements for/with you (in the form of additional scholarship or a personal Promissory Note) if that can help you get the training now, rather than later.

11. Companies we market or represent in the U.S.A. 

Although the number of our alliance partners will increase with time (as we will soon expand nationwide in the U.S., Canada, Asia and beyond), right from the beginning we are working with main service providers, each representing several companies (note: being an independent company, Equidigm cannot be held liable for any service offered by these companies, and/or performance  their performance):

• Equidigm Alliances: Old Mutual, Fidelity & Guarantee, Americom, Allianz, Aviva, Washington Mutual Bank, CountryWide, Strategic Lending, and others. A total of over 175 lenders and insurance companies.
• Emico: Debtco, Acu-Shield Financial, Fresh-Start America, and others
• Novus Promotions
• MTA (Money Technology Approach)

We invite interested parties to contact us to form alliances and partnerships. In cooperation and without conflicts of interest, we can support agents, brokers, companies & corporate entities in the following fields: real estate, mortgage, insurance, securities, debt negotiations, strategic money placements, education & retirement funds, trusts, etc. 

12. Logistics

Please let us know as soon as possible when and what time you are planning to arrive in the city where you'll be attending training. Please refer to the schedule above for times - we will start on time!

Tuition Deposit: As mentioned above, you are required to send in a $500 "good faith" deposit to secure your seat (limited space). It can be done by cash or check before the start of the training, or by credit card at http://equidigm.net/secure/payment-training.html. Make the full balance payment before the bootcamp. On your first personal sale you will get a rebate bonus to help offset your tuition.

Laptop: We recommend that you bring a laptop & an extension cord for the duration of the training (or we'll pair you up with someone who does have one, but understand that you may want to eventually need a laptop as a tool to conduct this business)..

Software & Forms: Download software and Forms from this website. This section is password protected; you will have access to that section upon receipt of your $500 deposit.

Dress code: casual-business. However, one segment of the training is about "Image", in other words acting and dressing for success. You will be asked to come in at one of the classes dressed the way you believe you should be dressed for an actual presentation to a client.

To get here! We suggest you use www.peoplesmarttravel.com for travel arrangements (flight & car).  

13. Contact information 
Main contact: 888-200-8866 -  info@equidigm.com  

Locations

EQULI & MTA Offices in Salt Lake City area
1568 South 500 West, Suite 101, Bountiful, UT  84010
Tel: 888-200-8866  -  Fax: 801.295.3775

North of airport and Salt Lake City	Traveling on Hwy 15, take Exit 315 or 316

Boot Camp location in Salt Lake City area
EQULI's Hosting Home in Bountiful, UT
1807 E. Maple Drive, Bountiful, UT  84010 

Country Inns & Suites in Bountiful, UT

999 North 500 East, Bountiful, UT 84010
For info or to reserve online: www.countryinns.com/bountifulut 
Direct: 801.292.8100  Toll-free: 888.201.1746  
Mention MTA for special rate 
Complimentary shuttle from airport: get your luggage & use the courtesy phone in baggage claim area - or call 801-951.2591
Click here for details on that hotel

San Diego - School: Mike Russ Financial Training Center
8322 Clairemont Mesa Blvd., Suite 103 , San Diego , CA 92110
800.724.5661 

THIS TRAINING IS PRESENTED BY

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© 2009, Equidigm Financial Solutions, LLC