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    Investing Money in Your Retirement: The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund
    Investing Money in Your Retirement: The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund
    Investing Money in Your Retirement: The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund
    Ebook126 pages1 hour

    Investing Money in Your Retirement: The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund

    By Robert Lewis II

    3.5/5

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    About this ebook

    The super wealthy in America have been using the Insurance Industry in America as their own personal piggy banks since the start of the industrial revolution. When you do it right you can use this same practice to protect your money all the way until retirement.

    This is more than just a garbage insurance strategy. This is about investing your money in a way that the fat cats on Wall Street don't like. It's low risk, high reward.

    You can use cash-value insurance to stockpile wealth and prepare for a rainy day without paying taxes.

    LanguageEnglish
    PublisherRobert Lewis II
    Release dateApr 9, 2016
    ISBN9781311489326
    Investing Money in Your Retirement: The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund

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    • 1/5
      7702 is NOT a retirement plan, also in the book the salesman uses defamation to sell to the prospect. It also has misrepresentations. 7702 plan pays HIGH commissions compared to others term polices and permanent whole life insurances. 99% of the time this will not be good for someone. This also will 9 times out of 10 not out perform a mutual fund. Expect 4 to 6% of so fees on 7702 also.

    Book preview

    Investing Money in Your Retirement - Robert Lewis II

    INVESTING MONEY IN YOUR RETIREMENT

    The Secret Way that the Super Wealthy Use Life Insurance as a Tax Free Retirement Fund

    Brent Tycksen

    Robert Lewis

    Copyright © 2016 by Brent Tycksen and Robert Lewis

    Table of Contents

    Dedication

    Disclaimer

    For the Doubting Thomas

    Special Free Gift

    PART I: KILLING THE STATUS QUO

    1 Cancer, Cures, and Killing the Status Quo

    2 Saying Goodbye to the Stock Market

    PART II: A NEW WORLD

    3 Instant Gratification and Taking Advice from Gurus

    4 Willie Sutton and the Tax Man

    5 Killing the Interest Vampire

    PART III: CREATING A SAFE MONEY FOUNDATION

    6 Defeating the Enemies of Wealth

    7 Finance Your Own Prosperity (tm)

    8 Super Charging the 7702 Plan (tm)

    PART IV: DOES IT WORK?

    9 Disney, J.C. Penney, McDonald’s, and You: Making it Work

    10 Creating Your Financial Future

    11 Bonus: For Business Owners Only

    12 Free Bonus Content

    Acknowledgments

    Endnotes

    About the Authors

    From Robert:

    To my parents, Bob and Marlene Lewis. I could not have had better role models while growing up. Your guidance and approach to your personal finances truly had a lasting impact on the kind of retirement planner I am today.

    To my beautiful wife, Ari, whose incredible love, understanding, patience, and support has been the main reason why I have been successful at what I do. I love you, honey!.

    And lastly, to my twins, Trey and Chloe. You have changed my life in so many ways. I am truly blessed with you in my life. You are my drive and motivation for all that I do.

    From Brent:

    To Mom and Dad, for teaching me the value of hard work and the necessity of play.

    To my brothers and sister, for your friendship as youth that continues now as we all experience being grandparents, and for being great examples in our entrepreneurial endeavors.

    To our four exceptional children, who put up with Dad working long hours.

    To our wonderful grandchildren, who love Papa and Grum unconditionally.

    I especially want to thank my wife, who is as beautiful inside as she is outside, and who has put up with me for the forty-two years we have known each other and our thirty-seven years of marriage. You are the love of my life and my eternal companion. You make me want to be a better man. Van ewigheid tot ewigheid.

    The Publisher and the Authors make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the Publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the Publisher nor the Authors shall be liable for damages arising therefrom.

    The fact that an organization or website is referred to in this work as a citation and/or a potential source of further information does not mean that the Authors or the Publisher endorses the information the organization or website may provide or recommendations it may make. Further, readers should be aware that Internet websites listed in this work may have changed or disappeared between when this work was written and when it is read. While great efforts have been taken to provide accurate and current information regarding the covered material, neither Brent Tycksen nor Safe Money Associates are responsible for any errors or omissions, or for the results obtained from the use of this information.

    The term Safe Money Retirement Plan is a marketing concept and does not guarantee or imply that you will be totally financial independent at retirement. The act of purchasing any book, course, or financial product holds no such guarantees. The ideas, suggestions, general principles, and conclusions presented here are subject to local, state and federal laws and regulations and revisions of same, and are intended for informational purposes only.

    All information in this report is provided as is, with no guarantee of completeness, accuracy, or timeliness regarding the results obtained from the use of this information. And without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

    Your use of this information is at your own risk. You assume full responsibility and risk of loss resulting from the use of this information. Brent Tycksen will not be liable for any direct, special, indirect, incidental, consequential, or punitive damages or any other damages whatsoever, whether in an action based upon a statute, contract, tort (including, but not limited to negligence), or otherwise, relating to the use of this information. In no event will or their related partnerships or corporations, or the partners, agents, or employees of be liable to you or anyone else for any decision made or action taken in reliance on the information in this book or for any consequential, special, or similar damages, even if advised of the possibility of such damages.

    Neither Brent Tycksen nor Safe Money Associates are engaged in rendering legal, accounting, or other professional services. If accounting, financial, legal, or tax advice is required, the services of a competent professional should be sought. Facts and information in this book are believed to be accurate at the time of publication and may become outdated by marketplace changes or conditions, new or revised laws, or other circumstances. All figures and examples in this report are based on rates and assumptions no later in time than August 2013. Rates and assumptions are not guaranteed and may be subject to change. As in all assumptions and examples, individual results may vary based on a wide range of factors unique to each person’s situation. All data provided in this book is to be used for informational purposes only. Any slights against individuals, companies, or organizations are unintentional.

    For the Doubting Thomas

    I don’t blame you. There are thousands of books out there that claim, This is the way! Before you read my book, let me share with you a few questions that I have been asked:

    Is it really possible to build a Safe Money Retirement Plan?

    Actually, it depends. It’s not for everyone. Some people are addicted to the ups and downs of the market—and believe it or not, they can’t understand how their money can safely grow each and every day regardless of the economy, market, or latest bad news on TV. If that’s you, sorry—now is the time to shut the cover of this book and pass it on to someone who wants some security and peace of mind in their financial future.

    Is it too late for me?

    No way! No matter what your age, the concepts embraced by Safe Money professionals can be used to grow and safeguard your money for you or your family at any point in time.

    Do I have to scrimp and save and basically eat beans and rice in order to grow my money?

    Nope. No dietary changes are required to join the club. In fact, once you discover how to Finance Your Own Prosperity, you may just end up living better while saving money doing it. There’s nothing like living the high life without the heavy dose of guilt or pressure of too-tight budget.

    Is this just more pop culture investment advice?

    This book is for anyone who is sick of the stomach turning ups and downs of what I like to call the Wall Street Roller Coaster. The principles taught in this book have been around for years. Case studies range from startup business owners to the average American household and anywhere in between. If you’re sick of the status quo and are ready to stop drinking the financial guru Kool-Aid, this book is for you.

    Is this just another financial dead end? How do I know whom to trust?

    Fortunately for all of us, the solutions I share with you in this book have been around for over a hundred years. In fact, there’s a good chance your parents or even your grandparents used some of these lost strategies decades ago...you might say we’re bringing some financial wisdom back from the dead!

    Do I need to be a financial whiz?

    Not at all. In fact, I think you’ll find the whole process refreshingly simple – no monitoring the markets and no complex calculations to worry about. Once

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