1. A Smarter, More Complete
Alternative to 401K
A Very Short Story

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.