MEET sue

meet SUEshe is set

for

LIFE!property of YCIS all rights reserved © 2008

A.K.A…

property of YCIS all rights reserved © 2008

mrs. everyday

GAL


sue OWN’s a…


with Interest

only

30 year mortgage


she LIKES…



and…



is GOOD friends with…


OLIVE


sue WORKS…



HERE

SUE is also full of GREAT…



when it COMES to…



and…



BUT sue ALSO…


KNOWS a GREAT…



WHEN she…



and she DOES her…



as a result…


everywhere mel FAILED

sue is SUCCESSFUL


sowhat’s

soCOOLabout sue? property of YCIS all rights reserved © 2008

SUE will get…$85,000 /yr

tax free for the…


rest of her LIFE!


yes LIQUIDITYyes SAFETY

yes RETURN on INVESTMENT


yes NOT TAX DEFERRED

yes LONGEVITYyes INFLATION


and the BEST for last


NOT TAXED


sue did even

BETTER…property of YCIS all rights reserved © 2008

sue will never RUN OUT of MONEY

and she has

LONG TERM CAREproperty 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 accountTAX FREE!


sue’s FAMILY will never have to

worry about her!


sowhat did sueDO?


Its called a…


DRUMROLL


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?


it’s an IRS approved plan that has…


LIQUIDITY (can get money)

SAFETY of principal

earns a RETURN on INVESTMENT


LONGEVITY (lasts for life)

can fight INFLATION


and it’s…


NOT TAXED(if you comply with TEFRA, DEFRA and

TAMRA)


PEOPLE who

drive…property of YCIS all rights reserved © 2008

FERRARI’S


and have…


WHITETIGERS

as pets


have been doing 7702(a)’s

since the…property of YCIS all rights reserved © 2008

1980’sproperty 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 FREEproperty of YCIS all rights reserved © 2008

whatever it was, it HAD to be

100% lawful(not just a loophole)


because we are talking about…

GREAT FORTUNES

folks…property of YCIS all rights reserved © 2008

THEY FOUND IT!


IRS CODE 7702(a)


back to

SUEproperty of YCIS all rights reserved © 2008

sue had a…


RICH friend that…



what HE does…


DRUMROLL


PRIVATE PLAN


after doing HER…



when sue was 45 she took 200k of

her EXISTING assets…


and moved her money

into a…property of YCIS all rights reserved © 2008

PRIVATE PLAN


by doing this sue TURNED

her life around…


SUE will get…$85,000 /yrtax free*

for the…*she has complied with TEFRA, DEFRA and TAMRA


rest of her LIFE!


that means sue will get…

$1,700,000 more than…


mel in retirement

income with all the

same resources!


SUE is set

for life!property of YCIS all rights reserved © 2008

ANYTHING else LIKE…


SOCIALSECURITY


WOULD

just be a…


on TOPproperty of YCIS all rights reserved © 2008

there is MORE!


did you know social

securityis taxed as

income?property of YCIS all rights reserved © 2008

sue will use her…


with Interest

only

30 year mortgage


as a

TAX WRITE OFF

to help with this!property of YCIS all rights reserved © 2008

ENABLING sue to

MAXIMIZEWHATEVER she

receives from…property of YCIS all rights reserved © 2008

SOCIALSECURITY



I know WHAT YOU’RE

THINKING…property of YCIS all rights reserved © 2008

sue has a mortgage in retirement?


short ANSWER

YES!property of YCIS all rights reserved © 2008

with all the money she has in her 7702a

sue could WRITE a…



to her bank and owe…

NOTHING!if she wanted to…


but sue has chosen not to!

so she could get…


a

TAX WRITE OFF

to help with…property of YCIS all rights reserved © 2008

SOCIALSECURITY



and like i said

earlier!property of YCIS all rights reserved © 2008

sue has more!she has…

LONG TERM CARE also!


longtermcare is INSURANCE

that most people cannot afford!


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…)


Transport (move yourself)

Eating (feed yourself)

Bladder and Bowel Continence (control yourself)


WHAT’s mel’s

tax deferred retirement plan

going to do for him then?


If you don't think you will need it!

THINK AGAIN!!!


42% of those who make it to age 85 will need care for

DEMENTIA or ALZHEIMERS


7702(a) can provide benefits

NO other investment (by

law) can provide!property of YCIS all rights reserved © 2008

sue DID…


something DIFFERENT…


with only 200k sue receives$2,295,000

retirement income!property of YCIS all rights reserved © 2008

SUE is

set!


DIFFERENT is NOT always

BETTER,

but BETTER is ALWAYS…


DIFFERENT!


7702(a) is something

DIFFERENT…property of YCIS all rights reserved © 2008

what’s for dinner sue?



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

(866-884-7483)or get STARTED NOW atwww.thefortuneacademy.com

THEENDproperty of YCIS all rights reserved © 2008

Economy & Finance

MEET sue