SlideShare a Scribd company logo
1 of 8
A Smarter, More Complete
   Alternative to 401K
      A Very Short Story
Ideal Savings Plan
If 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)
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…
We offer innovative strategies for
individuals and businesses
Why It's 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 our
retirement reserves.”
The solution: a new type of insurance.

Retirement savings, it turns out, are exactly the
type of asset we need insurance for.

Read more:
http://www.time.com/time/business/article/0,8599,1929119,00.
html#ixzz0okff0Dcf
Team Sales


The Power of
Field Training


5 Team           Five Team Sales
Sales            LSA’s a month...        $10,617/mo.
Month


                        Income            $10,617/mo.

More Related Content

More from Bryan Daly

Financial concepts and be the bank
Financial concepts and be the bankFinancial concepts and be the bank
Financial concepts and be the bankBryan Daly
 
Care More and Close More
Care More and Close MoreCare More and Close More
Care More and Close MoreBryan Daly
 
Ruby and Vic can help you sell more
Ruby and Vic can help you sell moreRuby and Vic can help you sell more
Ruby and Vic can help you sell moreBryan Daly
 
The power of one 90day challenge
The power of one 90day challengeThe power of one 90day challenge
The power of one 90day challengeBryan Daly
 
Ten core commitments
Ten core commitmentsTen core commitments
Ten core commitmentsBryan Daly
 
Recruiters mentality builders mindset nlfa
Recruiters mentality builders mindset nlfaRecruiters mentality builders mindset nlfa
Recruiters mentality builders mindset nlfaBryan Daly
 
Avoid the TAX train wreck
Avoid the TAX train wreckAvoid the TAX train wreck
Avoid the TAX train wreckBryan Daly
 
Skill with people
Skill with peopleSkill with people
Skill with peopleBryan Daly
 
20 things mentally tough people do
20 things mentally tough people do20 things mentally tough people do
20 things mentally tough people doBryan Daly
 
Money blunders of the otherwise intelligent
Money blunders of the otherwise intelligentMoney blunders of the otherwise intelligent
Money blunders of the otherwise intelligentBryan Daly
 
7 strategies for wealth and happiness
7 strategies for wealth and happiness7 strategies for wealth and happiness
7 strategies for wealth and happinessBryan Daly
 
Successful people start before they feel ready
Successful people start before they feel readySuccessful people start before they feel ready
Successful people start before they feel readyBryan Daly
 
The new way to invest and save
The new way to invest and saveThe new way to invest and save
The new way to invest and saveBryan Daly
 
Book marketing The New Rules of Retirement Savings
Book marketing The New Rules of Retirement SavingsBook marketing The New Rules of Retirement Savings
Book marketing The New Rules of Retirement SavingsBryan Daly
 
Take the stairs notes
Take the stairs notesTake the stairs notes
Take the stairs notesBryan Daly
 
New Way To Invest
New Way To InvestNew Way To Invest
New Way To InvestBryan Daly
 
Whole Life vs IUL
Whole Life vs IULWhole Life vs IUL
Whole Life vs IULBryan Daly
 
IUL interest crediting
IUL interest creditingIUL interest crediting
IUL interest creditingBryan Daly
 

More from Bryan Daly (20)

Butterfly
ButterflyButterfly
Butterfly
 
Financial concepts and be the bank
Financial concepts and be the bankFinancial concepts and be the bank
Financial concepts and be the bank
 
Care More and Close More
Care More and Close MoreCare More and Close More
Care More and Close More
 
Ruby and Vic can help you sell more
Ruby and Vic can help you sell moreRuby and Vic can help you sell more
Ruby and Vic can help you sell more
 
The power of one 90day challenge
The power of one 90day challengeThe power of one 90day challenge
The power of one 90day challenge
 
Ten core commitments
Ten core commitmentsTen core commitments
Ten core commitments
 
Recruiters mentality builders mindset nlfa
Recruiters mentality builders mindset nlfaRecruiters mentality builders mindset nlfa
Recruiters mentality builders mindset nlfa
 
Avoid the TAX train wreck
Avoid the TAX train wreckAvoid the TAX train wreck
Avoid the TAX train wreck
 
Skill with people
Skill with peopleSkill with people
Skill with people
 
List building
List buildingList building
List building
 
20 things mentally tough people do
20 things mentally tough people do20 things mentally tough people do
20 things mentally tough people do
 
Money blunders of the otherwise intelligent
Money blunders of the otherwise intelligentMoney blunders of the otherwise intelligent
Money blunders of the otherwise intelligent
 
7 strategies for wealth and happiness
7 strategies for wealth and happiness7 strategies for wealth and happiness
7 strategies for wealth and happiness
 
Successful people start before they feel ready
Successful people start before they feel readySuccessful people start before they feel ready
Successful people start before they feel ready
 
The new way to invest and save
The new way to invest and saveThe new way to invest and save
The new way to invest and save
 
Book marketing The New Rules of Retirement Savings
Book marketing The New Rules of Retirement SavingsBook marketing The New Rules of Retirement Savings
Book marketing The New Rules of Retirement Savings
 
Take the stairs notes
Take the stairs notesTake the stairs notes
Take the stairs notes
 
New Way To Invest
New Way To InvestNew Way To Invest
New Way To Invest
 
Whole Life vs IUL
Whole Life vs IULWhole Life vs IUL
Whole Life vs IUL
 
IUL interest crediting
IUL interest creditingIUL interest crediting
IUL interest crediting
 

Recently uploaded

ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701bronxfugly43
 
Accessible Digital Futures project (20/03/2024)
Accessible Digital Futures project (20/03/2024)Accessible Digital Futures project (20/03/2024)
Accessible Digital Futures project (20/03/2024)Jisc
 
Python Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docxPython Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docxRamakrishna Reddy Bijjam
 
Food safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdfFood safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdfSherif Taha
 
Magic bus Group work1and 2 (Team 3).pptx
Magic bus Group work1and 2 (Team 3).pptxMagic bus Group work1and 2 (Team 3).pptx
Magic bus Group work1and 2 (Team 3).pptxdhanalakshmis0310
 
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptxMaritesTamaniVerdade
 
Holdier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdfHoldier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdfagholdier
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdfQucHHunhnh
 
This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.christianmathematics
 
Unit-V; Pricing (Pharma Marketing Management).pptx
Unit-V; Pricing (Pharma Marketing Management).pptxUnit-V; Pricing (Pharma Marketing Management).pptx
Unit-V; Pricing (Pharma Marketing Management).pptxVishalSingh1417
 
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdfUGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdfNirmal Dwivedi
 
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...pradhanghanshyam7136
 
microwave assisted reaction. General introduction
microwave assisted reaction. General introductionmicrowave assisted reaction. General introduction
microwave assisted reaction. General introductionMaksud Ahmed
 
1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi  6.pdf1029-Danh muc Sach Giao Khoa khoi  6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdfQucHHunhnh
 
Grant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingGrant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingTechSoup
 
Third Battle of Panipat detailed notes.pptx
Third Battle of Panipat detailed notes.pptxThird Battle of Panipat detailed notes.pptx
Third Battle of Panipat detailed notes.pptxAmita Gupta
 
Introduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsIntroduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsTechSoup
 
General Principles of Intellectual Property: Concepts of Intellectual Proper...
General Principles of Intellectual Property: Concepts of Intellectual  Proper...General Principles of Intellectual Property: Concepts of Intellectual  Proper...
General Principles of Intellectual Property: Concepts of Intellectual Proper...Poonam Aher Patil
 
PROCESS RECORDING FORMAT.docx
PROCESS      RECORDING        FORMAT.docxPROCESS      RECORDING        FORMAT.docx
PROCESS RECORDING FORMAT.docxPoojaSen20
 
ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.MaryamAhmad92
 

Recently uploaded (20)

ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701
 
Accessible Digital Futures project (20/03/2024)
Accessible Digital Futures project (20/03/2024)Accessible Digital Futures project (20/03/2024)
Accessible Digital Futures project (20/03/2024)
 
Python Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docxPython Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docx
 
Food safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdfFood safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdf
 
Magic bus Group work1and 2 (Team 3).pptx
Magic bus Group work1and 2 (Team 3).pptxMagic bus Group work1and 2 (Team 3).pptx
Magic bus Group work1and 2 (Team 3).pptx
 
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
 
Holdier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdfHoldier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdf
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
 
This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.
 
Unit-V; Pricing (Pharma Marketing Management).pptx
Unit-V; Pricing (Pharma Marketing Management).pptxUnit-V; Pricing (Pharma Marketing Management).pptx
Unit-V; Pricing (Pharma Marketing Management).pptx
 
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdfUGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
 
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
 
microwave assisted reaction. General introduction
microwave assisted reaction. General introductionmicrowave assisted reaction. General introduction
microwave assisted reaction. General introduction
 
1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi  6.pdf1029-Danh muc Sach Giao Khoa khoi  6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdf
 
Grant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingGrant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy Consulting
 
Third Battle of Panipat detailed notes.pptx
Third Battle of Panipat detailed notes.pptxThird Battle of Panipat detailed notes.pptx
Third Battle of Panipat detailed notes.pptx
 
Introduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsIntroduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The Basics
 
General Principles of Intellectual Property: Concepts of Intellectual Proper...
General Principles of Intellectual Property: Concepts of Intellectual  Proper...General Principles of Intellectual Property: Concepts of Intellectual  Proper...
General Principles of Intellectual Property: Concepts of Intellectual Proper...
 
PROCESS RECORDING FORMAT.docx
PROCESS      RECORDING        FORMAT.docxPROCESS      RECORDING        FORMAT.docx
PROCESS RECORDING FORMAT.docx
 
ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.
 

A smarter, more complete alternative to 401 k

  • 1. A Smarter, More Complete Alternative to 401K A Very Short Story
  • 2.
  • 3.
  • 4. Ideal Savings Plan If 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)
  • 5. 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…
  • 6. We offer innovative strategies for individuals and businesses
  • 7. Why It's 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 our retirement reserves.” The solution: a new type of insurance. Retirement savings, it turns out, are exactly the type of asset we need insurance for. Read more: http://www.time.com/time/business/article/0,8599,1929119,00. html#ixzz0okff0Dcf
  • 8. Team Sales The Power of Field Training 5 Team Five Team Sales Sales LSA’s a month... $10,617/mo. Month Income $10,617/mo.