702s Plan, IT'S HERE™
America's Best!
Wealth building strategy that provides lifetime tax-free accumulation and distribution.
702s Plan, IT'S HERE™
"The insurance industry sure has changed lots since I started my first day some 57 years ago..."
Richard Campanaro
W.H. STEINER professional
Video on Demand
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Finding the Right Carrier Makes a Big Difference
When a illustration is properly executed, it can create additional tax-free lifetime wealth. Our team takes great care to ensure that every illustration is verified and approved by a senior managing partner prior to being presented to the client with our strategic partner. This guarantees the highest quality product for our clients and provides them with peace of mind knowing they are making an informed decision on their financial future.
Personalized Illustrations
created by our licensed expert for maximum lifetime tax-free distribution.
Our team of experts will search our database of advanced market carriers to identify the best option for you in terms of cash accumulation, safety of principal, and reduced fees with no ceiling cap or risk to your retirement savings. We will then create a personalized illustration tailored specifically for you that presents this information in an easy-to-understand format so you can make the most informed decision about your retirement plan.
Our Senior Team
W.H. Steiner
Kandyce L. Jones
Tom Crowley
Owner & Founder
Direct: 888.229.0947 ext. 101
Senior Managing Partner
Direct: 888.229.0947 ext. 103
Senior Advisor
Direct: 888.229.0947 ext. 117
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Senior Managing Partner
KANDYCE JONES
Take advantage of this great opportunity to speak with our senior managing partner, Kandyce Jones. During your one-on-one virtual session, you will be able to learn about the 702s Plan and how it is making a lifetime difference in today's work force and their families, including children.
This 15-minute investment could potentially save you from market declines by providing tax-free retirement income for life. Click here now to schedule your time with Kandyce Jones!