Woman reviewing financial planning documents at warm editorial workspace

LÚSZION × IMG — Financial Education for Women

Financial Education for Women Building What's Next.

LÚSZION × IMG

FINANCIAL PREPARATION ✦ FINANCIAL PROTECTION ✦ LONG-TERM PLANNING ✦ HEALTHCARE PLANNING ✦ ENTREPRENEURSHIP ✦ FINANCIAL EDUCATION ✦ YOUR PATH ✦ YOUR CHOICE ✦ LÚSZION × IMG ✦ FINANCIAL PREPARATION ✦ FINANCIAL PROTECTION ✦ LONG-TERM PLANNING ✦ HEALTHCARE PLANNING ✦ ENTREPRENEURSHIP ✦ FINANCIAL EDUCATION ✦ YOUR PATH ✦ YOUR CHOICE ✦ LÚSZION × IMG ✦ FINANCIAL PREPARATION ✦ FINANCIAL PROTECTION ✦ LONG-TERM PLANNING ✦ HEALTHCARE PLANNING ✦ ENTREPRENEURSHIP ✦ FINANCIAL EDUCATION ✦ YOUR PATH ✦ YOUR CHOICE ✦ LÚSZION × IMG ✦ FINANCIAL PREPARATION ✦ FINANCIAL PROTECTION ✦ LONG-TERM PLANNING ✦ HEALTHCARE PLANNING ✦ ENTREPRENEURSHIP ✦ FINANCIAL EDUCATION ✦ YOUR PATH ✦ YOUR CHOICE ✦ LÚSZION × IMG ✦

01 / Why This Exists

PROTECTION FOR YOUR LIFE.POSSIBILITY FOR YOUR FUTURE.

LÚSZION × IMG exists to make financial preparation, protection, long-term planning, and the possibility of exploring entrepreneurship within financial services easier to understand and easier to approach.

For someone who is simply trying to prepare for herself or her family, IMG can be introduced as a pathway to explore available financial and protection options. For someone who is also an aspiring entrepreneur, IMG can be introduced as a separate opportunity to learn about financial services, develop skills, explore building a business, and help others become more informed about financial planning.

YOU DO NOT HAVE TO BUILD A BUSINESS TO PROTECT YOUR FUTURE.

AND YOU DO NOT HAVE TO STOP AT PROTECTION IF YOU WANT TO EXPLORE BUILDING SOMETHING OF YOUR OWN.

TWO DIFFERENT PATHS.

ONE DECISION:

WHAT FITS YOU?

One Option to Explore

KAISER 3-IN-1

For someone who wants to understand a specific plan option without assuming that they want to become an IMG member.

I Want to Hear More →

Exploring or availing a plan does not require IMG membership. Specific benefits, costs, eligibility, terms, and suitability must be discussed through the applicable official materials and a qualified representative.

02 / Two Ways to Be Part of It

WHICH PATHFITS YOU?

AVAIL A PLAN.

For yourself.

For someone who wants to explore financial protection or a financial plan for their own needs and goals.

Can cover

✦

Financial preparation

✦

Financial protection

✦

Long-term planning

✦

Understanding available options

✦

Considering what fits your own needs and goals

✦

Healthcare planning, where applicable to the specific offering

YOU DO NOT HAVE TO BECOME AN IMG MEMBER TO EXPLORE OR AVAIL A PLAN.

You are not required to recruit people, refer friends or family, sell to your network, build a network, or become a financial advisor simply because you want to explore a plan for yourself.

Book a Meeting →

NOT EVERYONE WHO WANTS A PLANWANTS TO BUILD A BUSINESS.

With LÚSZION × IMG, the two decisions are kept separate. If you want a plan for yourself, you can explore that path without being required to become an IMG member. If you are interested in entrepreneurship, you can separately explore the IMG opportunity and learn what becoming more actively involved would mean.

PLAN FOR YOURSELF ≠ IMG MEMBERSHIP.

03 / Your Path. Your Choice.

01 / Protect & Prepare

YOU DON'T HAVE TOBUILD A BUSINESSTO PROTECT YOUR FUTURE.

02 / Explore & Build

AND YOU DON'T HAVE TOSTOP AT PROTECTIONIF YOU WANT TO BUILDSOMETHING OF YOUR OWN.

YOU CHOOSE THE PATH THAT FITS YOU.

04 / What Financial Education Covers

FINANCIAL EDUCATIONIS NOT ABOUTTELLING YOU WHAT TO CHOOSE.

It is about helping you understand what you are looking at.

FINANCIAL PROTECTION

Understanding why protection can be part of a broader financial plan.

FINANCIAL PREPARATION

Thinking about future needs and preparing for financial responsibilities.

HEALTHCARE PLANNING

Understanding the role healthcare considerations can play in longer-term planning, where applicable.

LONG-TERM PLANNING

Learning to consider longer-term goals and financial decisions.

PERSONAL FINANCIAL DECISIONS

Understanding options and considering what may fit your own circumstances.

ENTREPRENEURSHIP

Exploring the possibility of building within financial services for those interested in the business pathway.

FINANCIAL EDUCATION

Building general understanding so you can ask better questions and make more informed decisions.

Specific benefits, terms, costs, eligibility, and suitability depend on the applicable product and should be discussed with the appropriate IMG representative.

05 / LÚSZION's Role

WE MAKE THE NEXT STEP EASIER TO UNDERSTAND.

INTRODUCE.

We introduce the LÚSZION × IMG partnership and explain why these two pathways exist.

CLARIFY.

We explain the difference between simply exploring a plan and choosing to become more actively involved with IMG.

EDUCATE.

We create accessible financial-education content and conversations that help people understand the questions they should be asking.

DIRECT.

When someone needs specific product, suitability, benefit, eligibility, or membership information, we direct them to the appropriate IMG representative and official information.

06 / Let's Talk

WANT TOHEAR MORE?

You do not need to know which path is right for you before reaching out. If you're curious about a plan for yourself, want to understand the Kaiser 3-in-1 option, or want to explore what building with IMG could look like, book a conversation and we can help you understand where to go next.

Book a Meeting →I Want to Hear More →

PLAN FOR YOURSELF OR EXPLORE THE OPPORTUNITY — THE CHOICE IS YOURS.

Nothing on this website is legal, financial, or insurance advice.