William H. Steiner
Creator of 702s Plan
A forward thinking strategy for America’s workforce
The 702s Plan offers a tax-advantaged alternative, with greater long-term growth potential and flexibility.
The 702s Plan, a powerful strategy designed to help you build wealth tax-free for a lifetime.
Key Benefits & Features
of the 702s Plan
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Tax-Free Accumulation:
Funds grow without being taxed while inside the plan, providing accelerated wealth accumulation. -
Tax-Free Distribution:
Loans taken from the account are treated as distributions and receive favorable tax treatment under IRS code 7702, making withdrawals tax-free. -
Market Volatility Protection:
A "Zero Floor" ensures that the account won't lose value due to market downturns, protecting your principal. -
Annual Locked-in Gains:
Gains made at the end of each contract year are locked in as the new principal, securing long-term growth. -
Early Access to Liquidity (Year 1+):
After the first year, you can access funds at any time, offering flexibility in case of emergencies or opportunities. -
Loan Flexibility:
Loans do not reduce the account value, which continues to grow. This unique feature allows for borrowing options without diminishing wealth accumulation. -
Compound Interest Growth:
The account value increases through compound interest, maximizing long-term growth potential. -
Living Benefits:
The plan provides financial support in the event of terminal, critical, or chronic illness, as well as for long-term care needs. -
Estate Benefit:
Upon death, a tax-free benefit is provided to your beneficiaries, which can be used to settle debts, pay taxes, or provide for loved ones, including establishing care for pets.
Last Year´s Index Performance
21.07%
Morgan Stanley US Equity Allocator Annual Point to Point with 110% PAR
Disclaimer: Past performance is not indicative of future results. While historical data may provide insight into potential outcomes, it does not guarantee similar performance in the future. Investment results can vary significantly over time due
to a variety of factors. *Available tor US Citizens or Foreign nationals.
10 year historical average 13.79% 20 year historical average 11.32%
W.H. STEINER provides the modern-day version of the wealth-building strategy used by the famous Rothschild family, Walt Disney, JC Penney, Tony Robbins, and Ray Kroc of McDonald's.
Step-by-Step Guide to Your 702s Plan
Step 1: Define Your Financial Goals
Before getting started, identify your primary financial objectives. Consider whether you want to:
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Grow Your Business?
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Plan for Retirement?
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Cover Life Expenses?
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Establish a Financial Safety Net?
Step 2: Determine Your Investment Comfort Zone
Decide how much you can comfortably contribute toward your goals. You can invest:
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Monthly
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Quarterly
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Bi-Annually
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Annually (in one lump sum)
Step 3: Schedule a Free Consultation
Meet one-on-one with William H. Steiner, the creator of the 702s Plan. This meeting allows you to:
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Share your financial goals.
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Ask questions.
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Build confidence in achieving your objectives.
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Discuss additional factors for a more personalized plan.
Step 4: Develop Your Personalized 702s Plan
William will create a custom 702s plan tailored to your unique situation. This process typically takes 1-2 business days.
Step 5: Review and Refine Your Plan
We'll reconvene to discuss your personalized plan in detail, providing you the opportunity to make any necessary adjustments.
Step 6: Submit Your Application
For U.S. residents, applications are submitted in your state of residency or through our compliance office in Fort Lauderdale, Florida.
International Clients:
Air travel and a visa to enter the U.S. are required. Detailed guidance will be provided to ensure compliance.
Before arrival, we will schedule a medical exam and assist with application completion to adhere to carrier guidelines.
Step 7: Underwriting and Policy Issuance
The insurance carrier may have follow-up questions or require additional information. Upon approval, you can confirm acceptance and provide payment authorization.
Step 8: Policy Activation and Ongoing Support
Your policy activates once payment is confirmed. You'll receive ongoing support and the peace of mind knowing you're protected from day one.
Disclaimer: The 702s Plan may not be suitable for all individuals. We encourage you to thoroughly review the information provided and to reach out with any questions you may have. This will help ensure that you can make a well-informed decision regarding your financial strategy.
"W.H. STEINER offers innovative financial strategies tailored for today's changing landscape. With expertise in wealth-building, tax-free growth, and personalized financial planning, we empower clients to secure their financial future globally."
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