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A smarter, more complete alternative to 401 k

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A smarter, more complete alternative to 401 k

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  1. A smarter, more complete alternative to 401 k A Smarter, More Complete Alternative to 401K A Very Short Story

  2. Ideal Savings PlanIf you were going to design the ideal savings plan what would it look like?• Safe with Solid Returns• Tax Deferred• Tax Free• Liquid- Access w/o Penalty• Flexible Universal• Self completes even if you can’t(Disability, Long Term Care, Cancer, Heart Attack, Stroke, Illness) Ideal Savings PlanIf you were going to design the ideal savings plan what would it look like?• Safe with Solid Returns• Tax Deferred• Tax Free• Liquid- Access w/o Penalty• Flexible Universal• Self completes even if you can’t(Disability, Long Term Care, Cancer, Heart Attack, Stroke, Illness)

  3. The Best Kept Secret The under used and until now overlooked IRS Sec. 7702.Provides cash for:• Emergencies • Withdrawals without penalty .• Death • Tax free income to age 120 .• Disability• Illness • Stock market returns… upside no• Cancer, Heart Attack downside .• Stroke • Your money blossoms when• Long Term Care transferred to your heirs .Began in 1995 The only good plan is one that protects you and your family, no matter what… The Best Kept Secret The under used and until now overlooked IRS Sec. 7702.Provides cash for:• Emergencies • Withdrawals without penalty .• Death • Tax free income to age 120 .• Disability• Illness • Stock market returns… upside no• Cancer, Heart Attack downside .• Stroke • Your money blossoms when• Long Term Care transferred to your heirs .Began in 1995 The only good plan is one that protects you and your family, no matter what…

  4. We offer innovative strategies forindividuals and businesses We offer innovative strategies forindividuals and businesses

  5. Why Its Time to Retire the 401(k) By Stephen Gandel Friday, Oct. 09, 2009 http://www.time.com/time/business/article/0,8599,1929119,00.html#ixzz0okgNZ81R“The ugly truth,… is that the 401(k) is a lousy idea,a financial flop, a rotten repository for ourretirement reserves.”The solution: a new type of insurance.Retirement savings, it turns out, are exactly thetype of asset we need insurance for.Read more:http://www.time.com/time/business/article/0,8599,1929119,00.html#ixzz0okff0Dcf Why Its Time to Retire the 401(k) By Stephen Gandel Friday, Oct. 09, 2009 http://www.time.com/time/business/article/0,8599,1929119,00.html#ixzz0okgNZ81R“The ugly truth,… is that the 401(k) is a lousy idea,a financial flop, a rotten repository for ourretirement reserves.”The solution: a new type of insurance.Retirement savings, it turns out, are exactly thetype of asset we need insurance for.Read more:http://www.time.com/time/business/article/0,8599,1929119,00.html#ixzz0okff0Dcf

  6. Team SalesThe Power ofField Training5 Team Five Team SalesSales LSA’s a month... $10,617/mo.Month Income $10,617/mo. Team SalesThe Power ofField Training5 Team Five Team SalesSales LSA’s a month... $10,617/mo.Month Income $10,617/mo.

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