William H. Steiner
Founder & Chief Strategist, The 702s Plan
Grow. Protect. Prosper.
Discover a proven, tax-free strategy to grow your wealth,
protect your family, and retire confidently.
A Legacy Strategy Trusted by Legends
What do Walt Disney, JCPenney, Tom Brady, and Ray Kroc all have in common?
They understood a timeless truth:
The best way to build wealth is to protect it.
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Walt Disney used his life insurance cash value to bring Disneyland to life, protecting his family while building a magical empire.
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JCPenney saved his business during the Great Depression using his life insurance, ensuring employees could continue serving families.
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Tom Brady has used similar structures to protect and grow his wealth while ensuring his family’s security.
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Ray Kroc, the visionary behind McDonald’s, used these strategies to build a global brand that still supports families and franchise owners.
The 702s Plan™ isn’t new—it’s proven.
For the first time, families and business owners can use this time-tested method—once reserved for the wealthy and insiders—to protect loved ones, grow wealth tax-free, and build a lasting legacy.
“Building wealth is not just about what you earn, but how you protect it. Families who create legacies understand that protection and growth go hand in hand.”
— W.H. Steiner, Founder & Chief Strategist, The 702s Plan™
Request Your Complimentary 702s Plan™
Strategy Now
“The 702s Plan™ is the modern version of the timeless wealth strategy used by Walt Disney, JCPenney, Tom Brady, and Ray Kroc—and now, it’s available to you.”
Real Families. Real Futures.
Discover how real families are using the 702s Plan™ to protect their loved ones while building a tax-free legacy.
“Every Sunday morning, Rosa would bake cinnamon rolls with her grandchildren, telling them stories about the past. She wanted them to inherit more than her recipes—she wanted them to inherit security. With the 702s Plan™, Rosa knows her grandchildren will have the resources they need to thrive, free from the burden of taxes or market crashes. That’s peace of mind every grandmother deserves.”
The American Brief: A Private Invitation for Visionary Leaders
Written by W.H. Steiner, this confidential document reveals:
✅ Why America’s retirement system is failing families.
✅ How the 702s Plan™ protects employees while securing your legacy.
✅ Why visionary CEOs are adopting this strategy now.
Disclaimer: The American Brief is provided for educational purposes and does not constitute financial advice. Availability is limited to CEOs, Founders, HR Leaders, Business Owners, and decision-makers.
Your request is confidential and secure.
How the 702s Plan™ Works
10 year historical average 13.47% 20 year historical average 11.35%
✅ Step 1: Book Your Free Strategy Call
Meet with W.H. Steiner to discuss your goals and answer your questions.
✅ Step 2: Get Your Personalized Plan
Receive your custom 702s Plan™ tailored to your family or business within 48 hours.
✅ Step 3: Grow and Protect Your Wealth
Start building wealth tax-free while protecting your family or team with ongoing support.
Our Burger King Story
.It only takes 45 seconds to understand the difference.
Frequently Asked Questions
Q1: What is the 702s Plan™?
The 702s Plan™ is a proven, tax-advantaged strategy to grow wealth while protecting your family and legacy, often used as a modern alternative to 401(k)s.
Q2: Is the 702s Plan™ safe?
Yes. Your funds are protected from market downturns, and your family benefits from a tax-free legacy.
Q3: Who is the 702s Plan™ for?
Families who want to build wealth safely, business owners planning for retirement, and grandparents looking to leave a legacy.
Q4: How much does it cost to get started?
Your initial strategy session with William H. Steiner is free, with no obligation.
Q5: How do I learn if this is right for me?
Click “Get Your Free 702s Plan Strategy” to schedule your complimentary call and receive your personalized plan.
702s Plan™ - 401(k)
The Differences That Matter
✅ Tax-Free Growth vs. ❌ Taxed at Distribution
✅ No Market Loss vs. ❌ Subject to Fluctuations
✅ Access Anytime vs. ❌ Early Withdrawal Penalties
✅ Lifetime Tax-Free Income vs. ❌ Taxed Distributions
✅ Tax-Free Estate vs. ❌ Taxed Inheritance
See Why Families and Business Leaders Are Choosing the 702s Plan™ Over the 401(k)
The Story Your Financial Advisor Hasn’t Told You
Same Age. Same Effort. Different Futures.
Tom worked hard for 40 years, saving in his 401(k), dreaming of fishing with his grandkids. But:
📉 Dot-Com Crash (2000): His savings shrank.
📉 2008 Crisis: Markets dropped 39%.
📉 COVID-19 Crash (2020): Markets fell another 34%.
Each crash delayed his retirement, forcing him to keep working.
His brother Steven chose differently. He started his 702s Plan™ early:
✅ No losses during market crashes.
✅ Continued tax-free growth during downturns.
✅ Lifetime, tax-free income at retirement.
✅ A tax-free legacy for his family.
“Steven didn’t just retire. He retired with confidence, peace of mind, and the joy of leaving a tax-free legacy. You can too.”
Why Families and Business Leaders Choose the 702s Plan™
The 702s Plan™ is designed and implemented by licensed professionals using IRS-compliant structures, providing safety, growth, and peace of mind for families and businesses.
"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."
LinkedIn Profile
W.H. STEINER — Global Visionary in Wealth & Legacy
I am the founder and creator of the 702s Plan™ and 702s Digital Plan™, pioneering solutions that merge timeless financial wisdom with the digital future of wealth. My mission is clear: to transform how families, leaders, and institutions protect, grow, and transfer wealth across generations.
With decades of experience advising executives and professionals, I bring a unique blend of financial psychology, legacy planning, and strategic vision. I challenge outdated systems and replace them with frameworks designed to last for centuries, not quarters.
On my LinkedIn, I share insights at the intersection of:
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Global wealth building, transfer & legacy rooted in century-old Rothschild strategies for creating tax-free lifetime and generational wealth.
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Bitcoin & the digital future of life insurance, bridging traditional legacy planning with decentralized, digital assets.
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The psychology of trust & financial leadership because money follows trust, and leadership creates movements.
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Strategies that endure decades, not just market cycles, timeless principles adapted for a digital age.
If you believe wealth is not only about money, but about purpose, legacy, and impact, let’s connect. The world is changing and together we can design structures that protect families today and shape generations tomorrow.
“In a world built for the wealthy, I built something for the wise.” — W.H. STEINER
What Our Clients Are Saying
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“The 702s Plan™ gave me peace of mind knowing my retirement was safe no matter what happens in the market.”
Sarah, Travel Nurse, Tampa, FL
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“It feels good knowing we will leave our children a true legacy, not a tax bill.”
Mark, Pastor, Dallas, TX
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“We wish we had found the 702s Plan™ years ago. W.H. Steiner’s personal attention made all the difference.”
David, Small Business Owner, Phoenix, AZ
Questions?
William H. Steiner
Owner & Founder
Direct: 888.229.0947 ext. 101
Bruce Lee Inman
Director, Business Development
Direct: 888.229.0947 ext. 118
Kandyce L. Jones
Senior Managing Partner
Direct: 888.229.0947 ext. 103
Tom Crowley
Senior Advisor
Direct: 888.229.0947 ext. 117