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This story should inspire you!
Cordelia Johnson´s Journey with W.H. STEINER
Cordelia embarks on a transformative financial journey under the expert guidance of W.H. STEINER, a visionary financial strategist. Together, they are crafting a 702s Plan designed to turn Cordelia’s initial investment into a lifetime of financial freedom and a legacy that endures.
Setting the Foundation: At 32, Cordelia takes a bold step, committing to an initial investment of $84,000. This includes consistent monthly savings of $1,000 for seven years. This decision represents more than financial planning—it’s her commitment to securing a remarkable future.
The Payoff Begins: As Cordelia turns 60, the plan comes to life. Her investment matures, providing a tax-free annual distribution of $50,000. This steady income offers not only financial security but the freedom to live fully, free from tax burdens and knowing her future is secure. Over time, her plan delivers $950,000 in distributions, creating a stable, worry-free retirement.
Adaptation and Growth: As Cordelia grows older, her plan’s capacity grows with her. From ages 79 to 90, her annual distribution increases to $75,000, allowing her even greater freedom and peace of mind, knowing her savings are sustainable. This phase contributes an additional $825,000, showcasing the enduring strength of her 702s Plan.
Protection with Living Benefits: In the event that Cordelia faces a serious illness or injury, her 702s Plan provides living benefits designed to offer financial support when she needs it most. If diagnosed with a critical, chronic, or terminal illness, or if she suffers a debilitating injury, the plan allows her to access a portion of her estate benefit early, giving her immediate, tax-free funds to cover medical expenses or provide added financial security. This flexibility ensures that, regardless of life’s unexpected challenges, Cordelia can focus on recovery and well-being without compromising her financial future.
A Lifetime of Wealth, a Legacy of Impact: Throughout her life, Cordelia’s plan provides a total of $1,775,000 in tax-free income. And at age 90, it fulfills a final promise: an estate benefit of $550,409. This gift is more than just an asset—it’s her legacy, a reflection of a lifetime of careful planning and disciplined saving.
The Grand Vision Realized: Under W.H. STEINER’s expert guidance, Cordelia’s initial $84,000 investment grows into a remarkable $2,325,000 in tax-free benefits. This journey transcends financial strategy; it empowers Cordelia to achieve security, fulfill dreams, and leave a meaningful legacy.
Cordelia Johnson’s story exemplifies the power of intentional planning and bold decision-making. Her 702s Plan is more than just a tool—it’s the foundation of her security, a vehicle for her dreams, and a legacy for the future.
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