This site is published for residents of the State of California only. The information contained in this site is for educational and reference purposes only. Follow up conversations with potential clients or effecting the creation of a 7702 Private Plan will not occur without proper suitabililty requirements, disclosures requirements and signed and copies received by prospective client per California State law. We believe that a properly structured 7702 Private Plan has a place in nearly every individual's portfolio, and we will take the time to fully answer all of your questions before submitting an application to open your own Private Plan retirement account.
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Investing in Life Insurance
CNBC report suggesting life insurance should be considered a new asset class for most investors, life insurance allows for safe guaranteed returns at a higher interest rates than CD's, or Bonds and without the risk of Mutual Funds or Stocks.
Joe Heider: President Boston Wealth Management
Adam Sherman: President 1st Trust Financial Resources
A 7702 Private Plan is an IRS approved insurance based retirement strategy that earns interest tax deferred and pays out income tax free. Learn how you can secure your retirement lifestyle with a 7702 Private Plan, Contact Us today for a free Private Plan retirement illustration at no cost or obligation.
Joe Heider: President Boston Wealth Management
Adam Sherman: President 1st Trust Financial Resources
A 7702 Private Plan is an IRS approved insurance based retirement strategy that earns interest tax deferred and pays out income tax free. Learn how you can secure your retirement lifestyle with a 7702 Private Plan, Contact Us today for a free Private Plan retirement illustration at no cost or obligation.
