MEET sue

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See how one simple choice enables a woman to be rich beyond her wildest dreams. It could be you. www.thefortuneacademy.com

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MEET sue

  1. 1. meet SUE she is set for LIFE! property of YCIS all rights reserved © 2008
  2. 2. A . K . A … property of YCIS all rights reserved © 2008
  3. 3. <ul><li>mrs. everyday GAL </li></ul>property of YCIS all rights reserved © 2008
  4. 4. sue OWN’s a… property of YCIS all rights reserved © 2008
  5. 5. <ul><li>with Interest only </li></ul><ul><li>30 year mortgage </li></ul>property of YCIS all rights reserved © 2008
  6. 6. she LIKES … property of YCIS all rights reserved © 2008
  7. 7. property of YCIS all rights reserved © 2008
  8. 8. and … property of YCIS all rights reserved © 2008
  9. 9. property of YCIS all rights reserved © 2008
  10. 10. is GOOD friends with … property of YCIS all rights reserved © 2008
  11. 11. OLIVE property of YCIS all rights reserved © 2008
  12. 12. sue WORKS … property of YCIS all rights reserved © 2008
  13. 13. property of YCIS all rights reserved © 2008 HERE
  14. 14. SUE is also full of GREAT … property of YCIS all rights reserved © 2008
  15. 15. property of YCIS all rights reserved © 2008
  16. 16. when it COMES to … property of YCIS all rights reserved © 2008
  17. 17. property of YCIS all rights reserved © 2008
  18. 18. and … property of YCIS all rights reserved © 2008
  19. 19. property of YCIS all rights reserved © 2008
  20. 20. BUT sue ALSO … property of YCIS all rights reserved © 2008
  21. 21. KNOWS a GREAT … property of YCIS all rights reserved © 2008
  22. 22. property of YCIS all rights reserved © 2008
  23. 23. WHEN she … property of YCIS all rights reserved © 2008
  24. 24. property of YCIS all rights reserved © 2008
  25. 25. and she DOES her … property of YCIS all rights reserved © 2008
  26. 26. property of YCIS all rights reserved © 2008
  27. 27. as a result … property of YCIS all rights reserved © 2008
  28. 28. everywhere mel FAILED <ul><li>sue is SUCCESSFUL </li></ul>property of YCIS all rights reserved © 2008
  29. 29. so what’s so COOL about sue ? property of YCIS all rights reserved © 2008
  30. 30. SUE will get… <ul><li>$85,000 /yr tax free for the … </li></ul>property of YCIS all rights reserved © 2008
  31. 31. rest of her LIFE! property of YCIS all rights reserved © 2008
  32. 32. <ul><li>yes LIQUIDITY </li></ul><ul><li>yes SAFETY </li></ul><ul><li>yes RETURN on INVESTMENT </li></ul>property of YCIS all rights reserved © 2008
  33. 33. <ul><li>yes NOT TAX DEFERRED </li></ul><ul><li>yes LONGEVITY </li></ul><ul><li>yes INFLATION </li></ul>property of YCIS all rights reserved © 2008
  34. 34. and the BEST for last property of YCIS all rights reserved © 2008
  35. 35. NOT TAXED property of YCIS all rights reserved © 2008
  36. 36. sue did even BETTER … property of YCIS all rights reserved © 2008
  37. 37. <ul><li>sue will never RUN OUT of MONEY </li></ul><ul><li>and she has </li></ul><ul><li>LONG TERM CARE </li></ul>property of YCIS all rights reserved © 2008
  38. 38. <ul><li>and if she were to pass away at any time, her daughter mary will get the remainder of sue’s account </li></ul><ul><li>TAX FREE! </li></ul>property of YCIS all rights reserved © 2008
  39. 39. sue’s FAMILY will never have to worry about her! property of YCIS all rights reserved © 2008
  40. 40. so what did sue DO ? property of YCIS all rights reserved © 2008
  41. 41. Its called a… property of YCIS all rights reserved © 2008
  42. 42. DRUMROLL property of YCIS all rights reserved © 2008
  43. 43. PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  44. 44. I know WHAT YOU’RE THINKING … property of YCIS all rights reserved © 2008
  45. 45. what's that ? property of YCIS all rights reserved © 2008
  46. 46. it’s an I R S approved plan that has… property of YCIS all rights reserved © 2008
  47. 47. <ul><li>LIQUIDITY ( can get money) </li></ul><ul><li>SAFETY of principal </li></ul><ul><li>earns a RETURN on INVESTMENT </li></ul>property of YCIS all rights reserved © 2008
  48. 48. <ul><li>LONGEVITY ( lasts for life ) </li></ul><ul><li>can fight INFLATION </li></ul>property of YCIS all rights reserved © 2008
  49. 49. and it’s … property of YCIS all rights reserved © 2008
  50. 50. NOT TAXED (if you comply with TEFRA, DEFRA and TAMRA) property of YCIS all rights reserved © 2008
  51. 51. PEOPLE who drive … property of YCIS all rights reserved © 2008
  52. 52. FERRARI’S property of YCIS all rights reserved © 2008
  53. 53. and have … property of YCIS all rights reserved © 2008
  54. 54. WHITE TIGERS <ul><li>as pets </li></ul>property of YCIS all rights reserved © 2008
  55. 55. have been doing 7702 ( a )’ s since the … property of YCIS all rights reserved © 2008
  56. 56. 1980’s property of YCIS all rights reserved © 2008
  57. 57. <ul><li>RICH people were all up in arms… </li></ul>property of YCIS all rights reserved © 2008
  58. 58. <ul><li>LOOKING for a legal way </li></ul><ul><li>to have their </li></ul><ul><li>MONEY… </li></ul>property of YCIS all rights reserved © 2008
  59. 59. <ul><li>GROW, WITHDRAW , and pass it on </li></ul><ul><li>to HEIRS </li></ul><ul><li>TAX FREE </li></ul>property of YCIS all rights reserved © 2008
  60. 60. whatever it was, it HAD to be 100% lawful <ul><li>( not just a loophole ) </li></ul>property of YCIS all rights reserved © 2008
  61. 61. because we are talking about … <ul><li>GREAT FORTUNES folks… </li></ul>property of YCIS all rights reserved © 2008
  62. 62. THEY FOUND IT! property of YCIS all rights reserved © 2008
  63. 63. <ul><li>IRS CODE 7702 ( a ) </li></ul>property of YCIS all rights reserved © 2008
  64. 64. back to SUE property of YCIS all rights reserved © 2008
  65. 65. sue had a… property of YCIS all rights reserved © 2008
  66. 66. RICH friend that … property of YCIS all rights reserved © 2008
  67. 67. property of YCIS all rights reserved © 2008
  68. 68. what HE does… property of YCIS all rights reserved © 2008
  69. 69. DRUMROLL property of YCIS all rights reserved © 2008
  70. 70. PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  71. 71. after doing HER … property of YCIS all rights reserved © 2008
  72. 72. property of YCIS all rights reserved © 2008
  73. 73. when sue was 45 she took 200k of her EXISTING assets … property of YCIS all rights reserved © 2008
  74. 74. and moved her money into a… property of YCIS all rights reserved © 2008
  75. 75. PRIVATE PLAN 7702 (a) property of YCIS all rights reserved © 2008
  76. 76. by doing this sue TURNED her life around … property of YCIS all rights reserved © 2008
  77. 77. SUE will get… <ul><li>$85,000 /yr </li></ul><ul><li>tax free* </li></ul><ul><li>for the … </li></ul><ul><li>*she has complied with TEFRA, DEFRA and TAMRA </li></ul>property of YCIS all rights reserved © 2008
  78. 78. rest of her LIFE! property of YCIS all rights reserved © 2008
  79. 79. that means sue will get … <ul><li>$ 1,700,000 more than… </li></ul>property of YCIS all rights reserved © 2008
  80. 80. mel in retirement income <ul><li>with all the same resources! </li></ul>property of YCIS all rights reserved © 2008
  81. 81. SUE is set for life ! property of YCIS all rights reserved © 2008
  82. 82. ANYTHING else LIKE… property of YCIS all rights reserved © 2008
  83. 83. <ul><li>SOCIAL SECURITY </li></ul>property of YCIS all rights reserved © 2008
  84. 84. WOULD just be a… property of YCIS all rights reserved © 2008
  85. 85. on TOP property of YCIS all rights reserved © 2008
  86. 86. there is MORE! property of YCIS all rights reserved © 2008
  87. 87. did you know social security is taxed as income? property of YCIS all rights reserved © 2008
  88. 88. sue will use her … property of YCIS all rights reserved © 2008
  89. 89. <ul><li>with Interest only </li></ul><ul><li>30 year mortgage </li></ul>property of YCIS all rights reserved © 2008
  90. 90. as a TAX WRITE OFF to help with this ! property of YCIS all rights reserved © 2008
  91. 91. ENABLING sue to MAXIMIZE WHATEVER she receives from… property of YCIS all rights reserved © 2008
  92. 92. <ul><li>SOCIAL SECURITY </li></ul>property of YCIS all rights reserved © 2008
  93. 93. on TOP property of YCIS all rights reserved © 2008
  94. 94. I know WHAT YOU’RE THINKING … property of YCIS all rights reserved © 2008
  95. 95. sue has a mortgage in retirement ? property of YCIS all rights reserved © 2008
  96. 96. short ANSWER <ul><li>YES! </li></ul>property of YCIS all rights reserved © 2008
  97. 97. with all the money she has in her 7702a <ul><li>sue could WRITE a … </li></ul>property of YCIS all rights reserved © 2008
  98. 98. property of YCIS all rights reserved © 2008
  99. 99. to her bank <ul><li>and owe … </li></ul><ul><li>NOTHING! if she wanted to… </li></ul>property of YCIS all rights reserved © 2008
  100. 100. but sue has chosen not to ! so she could get … property of YCIS all rights reserved © 2008
  101. 101. a TAX WRITE OFF to help with… property of YCIS all rights reserved © 2008
  102. 102. <ul><li>SOCIAL SECURITY </li></ul>property of YCIS all rights reserved © 2008
  103. 103. on TOP property of YCIS all rights reserved © 2008
  104. 104. and like i said earlier ! property of YCIS all rights reserved © 2008
  105. 105. sue has more! <ul><li>she has… </li></ul><ul><li>LONG TERM CARE also! </li></ul>property of YCIS all rights reserved © 2008
  106. 106. long term care is INSURANCE <ul><li>that most people cannot afford ! </li></ul>property of YCIS all rights reserved © 2008
  107. 107. but most people will need! property of YCIS all rights reserved © 2008
  108. 108. <ul><li>if you loose 2 of the following functions you will NEED IT! </li></ul>property of YCIS all rights reserved © 2008
  109. 109. <ul><li>Bathing (wash yourself) </li></ul><ul><li>Dressing (dress yourself) </li></ul><ul><li>Toilet Use (you know…) </li></ul>property of YCIS all rights reserved © 2008
  110. 110. <ul><li>Transport (move yourself) </li></ul><ul><li>Eating (feed yourself) </li></ul><ul><li>Bladder and Bowel Continence (control yourself) </li></ul>property of YCIS all rights reserved © 2008
  111. 111. <ul><li>WHAT’s mel’s </li></ul><ul><li>tax deferred retirement plan going to do for him then ? </li></ul>property of YCIS all rights reserved © 2008
  112. 112. If you don't think you will need it ! <ul><li>THINK AGAIN!!! </li></ul>property of YCIS all rights reserved © 2008
  113. 113. 42% of those who make it to age 85 will need care for <ul><li>DEMENTIA or ALZHEIMERS </li></ul>property of YCIS all rights reserved © 2008
  114. 114. 7702 ( a ) can provide benefits <ul><li>NO other investment ( by law ) can provide! </li></ul>property of YCIS all rights reserved © 2008
  115. 115. sue DID … property of YCIS all rights reserved © 2008
  116. 116. something DIFFERENT … property of YCIS all rights reserved © 2008
  117. 117. with only 200 k sue receives <ul><li>$2,295,000 </li></ul><ul><li>retirement income! </li></ul>property of YCIS all rights reserved © 2008
  118. 118. SUE is set! property of YCIS all rights reserved © 2008
  119. 119. <ul><li>DIFFERENT is </li></ul><ul><li>NOT always </li></ul><ul><li>BETTER, </li></ul><ul><li>but BETTER is </li></ul><ul><li>ALWAYS … </li></ul>property of YCIS all rights reserved © 2008
  120. 120. DIFFERE N T! property of YCIS all rights reserved © 2008
  121. 121. 7702 ( a ) is something DIFFERENT … property of YCIS all rights reserved © 2008
  122. 122. what’s for dinner sue ? property of YCIS all rights reserved © 2008
  123. 123. property of YCIS all rights reserved © 2008
  124. 124. 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 SMART ) retirement contact us at… property of YCIS all rights reserved © 2008
  125. 125. ( 866 - 884 - 7483 ) or get STARTED NOW at www. the fortune academy .com THE END property of YCIS all rights reserved © 2008

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