Monday, June 15, 2009

Check is in the mail :: PROTECTED PRIVATE PENSION - TAX FREE

Hi,
 
Per our conversation - there is an excellent window of opportunity for business owners.
- DBA, Sole Proprietors
- Multiple Property Owners (rental income)
- "Official" home based businesses (MLM, Network Marketing etc.)
 
These business owners now can get a PROTECTED PRIVATE PENSION - TAX FREE.
 
Here's how it works: TEAMWORK ;-)
 
1) The client must have a DBA, Sole Proprietorship or LLC (registered corporate entity with separate bank accounts). They must have an active business (generates revenue/sales/rents).
 
2) Client must register for the BUSINESS BUILDER or INCOME BUILDER program.
     We both do the "DREAM MAP" (financial analysis: business & personal).
     We then implement an AFFORDABLE Investment & Protection Plan.
     Examples:
     - Family Insurance Plan (Guaranteed Benefits): using IUL  ~$150 - $500+ month
     - Private Pension Plan (Guaranteed Benefits): using VA  ~$250 - $500+ month
            (VA starts with IRA/401k rollover or lumpsum. Use FoxHall or Hanlon subaccounts)
  
3) The client's company PAYS from the COMPANY CHECKING ACCOUNT
     The client's company is a listed BENEFICIARY.  (Increase BUSINESS ASSETS)
     Therefore costs (monthly premiums) are TAX DEDUCTIBLE EXPENSES (i.e. TAX FREE).
 
TOTAL BENEFITS FOR CLIENT     
-    TAX FREE Investment, Insurance (Tax Deferred Growth, Asset Accumulation & Protection)
-    Private Pension (GUARANTEED INCOME BENEFITS)
-    MORE TAX DEDUCTIONS
                    
BENEFITS FOR YOU
-    Increase Client Service Offering
-    Immediate Income (BUSINESS BUILDER / INCOME BUILDER pays monthly residual $50+)
-    HAPPY CLIENTS:  balances go up (not varying with stock market - Remember 2008)
 
Interested?
Let's get started.  Call me on Wed 06/17/09..  (Victor: 917-653-4406)
We'll schedule five (5) client conference calls/appointments.
GOAL:  Complete three sales in the next 60 days - June/July 2009.

  
 All the Best

 

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Legacy Capital: The Driving Force of the American Dream
www.LegacyCapitalBook.com

 

 

Victor Lloyd Smith

Millennium Lyon Asset Management

 

 

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