• Save
Sue
Upcoming SlideShare
Loading in...5
×
 

Sue

on

  • 819 views

www.GoMeet Mel.com

www.GoMeet Mel.com

Statistics

Views

Total Views
819
Views on SlideShare
798
Embed Views
21

Actions

Likes
0
Downloads
0
Comments
0

3 Embeds 21

http://www.thefortuneacademy.com 16
http://thefortuneacademy.com 4
http://www.lmodules.com 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Sue Sue Presentation Transcript

  • meet SUE she is set for LIFE! property of YCIS all rights reserved © 2008
  • A . K . A … property of YCIS all rights reserved © 2008
    • mrs. everyday GAL
    property of YCIS all rights reserved © 2008
  • sue OWN’s a… property of YCIS all rights reserved © 2008
    • with Interest only
    • 30 year mortgage
    property of YCIS all rights reserved © 2008
  • she LIKES … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • and … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • is GOOD friends with … property of YCIS all rights reserved © 2008
  • OLIVE property of YCIS all rights reserved © 2008
  • sue WORKS … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008 HERE
  • SUE is also full of GREAT … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • when it COMES to … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • and … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • BUT sue ALSO … property of YCIS all rights reserved © 2008
  • KNOWS a GREAT … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • WHEN she … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • and she DOES her … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • as a result … property of YCIS all rights reserved © 2008
  • everywhere mel FAILED
    • sue is SUCCESSFUL
    property of YCIS all rights reserved © 2008
  • so what’s so COOL about sue ? property of YCIS all rights reserved © 2008
  • SUE will get…
    • $85,000 /yr tax free for the …
    property of YCIS all rights reserved © 2008
  • rest of her LIFE! property of YCIS all rights reserved © 2008
    • yes LIQUIDITY
    • yes SAFETY
    • yes RETURN on INVESTMENT
    property of YCIS all rights reserved © 2008
    • yes NOT TAX DEFERRED
    • yes LONGEVITY
    • yes INFLATION
    property of YCIS all rights reserved © 2008
  • and the BEST for last property of YCIS all rights reserved © 2008
  • NOT TAXED property of YCIS all rights reserved © 2008
  • sue did even BETTER … property of YCIS all rights reserved © 2008
    • sue will never RUN OUT of MONEY
    • and she has
    • LONG TERM CARE
    property of YCIS all rights reserved © 2008
    • and if she were to pass away at any time, her daughter mary will get the remainder of sue’s account
    • TAX FREE!
    property of YCIS all rights reserved © 2008
  • sue’s FAMILY will never have to worry about her! property of YCIS all rights reserved © 2008
  • so what did sue DO ? property of YCIS all rights reserved © 2008
  • Its called a… property of YCIS all rights reserved © 2008
  • DRUMROLL property of YCIS all rights reserved © 2008
  • PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  • I know WHAT YOU’RE THINKING … property of YCIS all rights reserved © 2008
  • what's that ? property of YCIS all rights reserved © 2008
  • it’s an I R S approved plan that has… property of YCIS all rights reserved © 2008
    • LIQUIDITY ( can get money)
    • SAFETY of principal
    • earns a RETURN on INVESTMENT
    property of YCIS all rights reserved © 2008
    • LONGEVITY ( lasts for life )
    • can fight INFLATION
    property of YCIS all rights reserved © 2008
  • and it’s … property of YCIS all rights reserved © 2008
  • NOT TAXED property of YCIS all rights reserved © 2008
  • PEOPLE who drive … property of YCIS all rights reserved © 2008
  • FERRARI’S property of YCIS all rights reserved © 2008
  • and have … property of YCIS all rights reserved © 2008
  • WHITE TIGERS
    • as pets
    property of YCIS all rights reserved © 2008
  • have been doing 7702 ( a )’ s since the … property of YCIS all rights reserved © 2008
  • 1980’s property of YCIS all rights reserved © 2008
    • RICH people were all up in arms…
    property of YCIS all rights reserved © 2008
    • LOOKING for a legal way
    • to have their
    • MONEY…
    property of YCIS all rights reserved © 2008
    • GROW, WITHDRAW , and pass it on
    • to HEIRS
    • TAX FREE
    property of YCIS all rights reserved © 2008
  • whatever it was, it HAD to be 100% lawful
    • ( not just a loophole )
    property of YCIS all rights reserved © 2008
  • because we are talking about …
    • GREAT FORTUNES folks…
    property of YCIS all rights reserved © 2008
  • THEY FOUND IT! property of YCIS all rights reserved © 2008
    • IRS CODE 7702 ( a )
    property of YCIS all rights reserved © 2008
  • back to SUE property of YCIS all rights reserved © 2008
  • sue had a… property of YCIS all rights reserved © 2008
  • RICH friend that … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • what HE does… property of YCIS all rights reserved © 2008
  • DRUMROLL property of YCIS all rights reserved © 2008
  • PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  • after doing HER … property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • when sue was 45 she took 200k of her EXISTING assets … property of YCIS all rights reserved © 2008
  • and moved her money into a… property of YCIS all rights reserved © 2008
  • PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  • by doing this sue TURNED her life around … property of YCIS all rights reserved © 2008
  • SUE will get…
    • $85,000 /yr tax free for the …
    property of YCIS all rights reserved © 2008
  • rest of her LIFE! property of YCIS all rights reserved © 2008
  • that means sue will get …
    • $ 1,700,000 more than…
    property of YCIS all rights reserved © 2008
  • mel in retirement income
    • with all the same resources!
    property of YCIS all rights reserved © 2008
  • SUE is set for life ! property of YCIS all rights reserved © 2008
  • ANYTHING else LIKE… property of YCIS all rights reserved © 2008
    • SOCIAL SECURITY
    property of YCIS all rights reserved © 2008
  • WOULD just be a… property of YCIS all rights reserved © 2008
  • on TOP property of YCIS all rights reserved © 2008
  • there is MORE! property of YCIS all rights reserved © 2008
  • did you know social security is taxed as income? property of YCIS all rights reserved © 2008
  • sue will use her … property of YCIS all rights reserved © 2008
    • with Interest only
    • 30 year mortgage
    property of YCIS all rights reserved © 2008
  • as a TAX WRITE OFF to help with this ! property of YCIS all rights reserved © 2008
  • ENABLING sue to MAXIMIZE WHATEVER she receives from… property of YCIS all rights reserved © 2008
    • SOCIAL SECURITY
    property of YCIS all rights reserved © 2008
  • on TOP property of YCIS all rights reserved © 2008
  • I know WHAT YOU’RE THINKING … property of YCIS all rights reserved © 2008
  • sue has a mortgage in retirement ? property of YCIS all rights reserved © 2008
  • short ANSWER
    • YES!
    property of YCIS all rights reserved © 2008
  • with all the money she has in her 7702a
    • sue could WRITE a …
    property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • to her bank
    • and owe …
    • NOTHING! if she wanted to…
    property of YCIS all rights reserved © 2008
  • but sue has chosen not to ! so she could get … property of YCIS all rights reserved © 2008
  • a TAX WRITE OFF to help with… property of YCIS all rights reserved © 2008
    • SOCIAL SECURITY
    property of YCIS all rights reserved © 2008
  • on TOP property of YCIS all rights reserved © 2008
  • and like i said earlier ! property of YCIS all rights reserved © 2008
  • sue has more!
    • she has…
    • LONG TERM CARE also!
    property of YCIS all rights reserved © 2008
  • long term care is INSURANCE
    • that most people cannot afford !
    property of YCIS all rights reserved © 2008
  • but most people will need! property of YCIS all rights reserved © 2008
    • if you loose 2 of the following functions you will NEED IT!
    property of YCIS all rights reserved © 2008
    • Bathing (wash yourself)
    • Dressing (dress yourself)
    • Toilet Use (you know…)
    property of YCIS all rights reserved © 2008
    • Transport (move yourself)
    • Eating (feed yourself)
    • Bladder and Bowel Continence (control yourself)
    property of YCIS all rights reserved © 2008
    • WHAT’s mel’s
    • tax deferred retirement plan going to do for him then ?
    property of YCIS all rights reserved © 2008
  • If you don't think you will need it !
    • THINK AGAIN!!!
    property of YCIS all rights reserved © 2008
  • 42% of those who make it to age 85 will need care for
    • DEMENTIA or ALZHEIMERS
    property of YCIS all rights reserved © 2008
  • 7702 ( a ) can provide benefits
    • NO other investment ( by law ) can provide!
    property of YCIS all rights reserved © 2008
  • sue DID … property of YCIS all rights reserved © 2008
  • something DIFFERENT … property of YCIS all rights reserved © 2008
  • with only 200 k sue receives
    • $2,295,000
    • retirement income!
    property of YCIS all rights reserved © 2008
  • SUE is set! property of YCIS all rights reserved © 2008
    • DIFFERENT is
    • NOT always
    • BETTER,
    • but BETTER is
    • ALWAYS …
    property of YCIS all rights reserved © 2008
  • DIFFERE N T! property of YCIS all rights reserved © 2008
  • 7702 ( a ) is something DIFFERENT … property of YCIS all rights reserved © 2008
  • what’s for dinner sue ? property of YCIS all rights reserved © 2008
  • property of YCIS all rights reserved © 2008
  • do you have a solid retirement plan? go meet mel , see if you are making any of the 7 deadly retirement mistakes If you want to skip meet mel , and get to work on planning for a successful ( TAX FREE ) retirement contact us at… property of YCIS all rights reserved © 2008
  • ( 866 - 884 - 7483 ) or get STARTED NOW at www. go meet mel .com THE END property of YCIS all rights reserved © 2008