P. L. A. N.

Prepared Like A Ninja

Yeah, I know it’s silly, but it got your attention, didn’t it?
Statistics prove, most all of us today, are living longer. Well, what does that mean? It means we’re living longer and getting older. Older than the generations before us. It also means that we’re living longer, but maybe not “better”, and we may get ill and need someone to care for us. It also means we may not get ill, we may stay well, and outlive our anticipated retirement savings.
Don’t worry, I have just the PLAN to fix all of that!
So, you, as a financial advisor – How many healthy, 40 year old females do you know that are thriving in today’s economy, have a great job, doing well, responsible, care about themselves and their family, that just might have all of the concerns that I have outlined above, but don’t know what to do about it?
I’m using a 40 year old female, just as my example here, but this will work on just about anyone.
Suppose you presented that 40 year old female with the following solution:
  • Commit to putting $1,000 / month into a PLAN from now until you reach age 65, then you’re done! Paid up, sit back and relax.
  • If, by chance, you pass away between now and age 65, let’s assume age 60, your PLAN will pay your beneficiaries $1,000,000 tax free. So, you’ve contributed $240,000 to the plan at this point, and it pays out $1,000,000! That’s pretty good, huh?
  • It gets even better! What if at any time in your life, this plan would take care of you if you got sick and needed care, to the tune of up to $10,000 / month. That would provide a lot of Home Care, nice nursing home, Alzheimer’s facility…..whatever you needed to receive the kind of care you need and expect.
  • It just keeps going, and getting even better! So, you don’t die, you don’t get sick and you decide it’s time to quit working and retire…..but that old 401K didn’t perform like you thought it would, and on top of that, you have to pay income taxes on the income when you do pull it out. Never fear! Your PLAN, will pay you $50,000 / year, tax free from your age 65 all the way out to your age 95! Let me remind you – you’ve paid $12,000 / year for 25 years, so that’s $300,000 in contributions. If you choose to take the $50,000 beginning at your age 65 and you continue to take it till you turn 95, do the math. That’s $1,500,000 TAX FREE!
Call or email Cliff if you have a prospect looking for a PLAN!
601-362-9546, ext. 1107