The Rothschild Strategy: Unlocking Generational Wealth

The True American Dream — Through the Eyes of W.H. STEINER

How One Family Strategy Can Create $112 Million — Tax-Free — Across Generations

“You don’t need to be a Rothschild to build generational wealth. You just need the right system — and the courage to begin.”— W.H. STEINER

What if the American Dream Was Never About Debt and 401(k)s?

What if the American Dream was never about spending decades burdened by college loans, scraping together retirement savings in volatile markets, and leaving your children a tax bill instead of a legacy?

What if it was about freedom — the freedom to protect your family, fuel their dreams, and leave a legacy that grows even after you’re gone?

Welcome to the 702s Plan™ — a strategy so effective, it echoes the enduring wealth systems of the Rothschilds, but designed for today’s American family.

Unlike traditional retirement accounts?

It’s tax-free at every step.

A Baby’s Wealth Journey

How a Newborn Can Inherit a $112 Million Tax-Free Future

At birth, a child is given love, a name, and in this case — a plan.

• Year 1: A 702s Plan™ is opened in their name.

• Years 1–18: $18,000/year is contributed — within the IRS annual gift tax exemption.

• Total Contributions: $324,000 over 18 years.

Then, the real magic begins.

Tax-Free Compound Growth for Life

After contributions stop, the plan is left to grow untouched. And grow it does — tax-free, without market losses, and without government interference.

• At Age 60: The child receives $300,000/year in tax-free income.

• For 30 Years: That’s $9 million in retirement income — with zero tax.

Traditional retirement accounts can’t compete. This is retirement reimagined.

The Final Gift: A $103 Million Tax-Free Estate

It doesn’t end there.

Upon passing, the policy delivers a $103 million tax-free estate benefit to heirs — without triggering estate or inheritance taxes.

Total lifetime, tax-free value: $112 million. All built from a $324,000 gift.

(Based on IRS Code 7702, the legal foundation for permanent life insurance.)

The Rothschild Strategy — Modernized for Today

For centuries, the Rothschilds built generational wealth by protecting, reinvesting, and trusting in time. The 702s Plan™ mirrors this:

✅ 100% tax-free guarantees.

✅ Market protection and liquidity.

✅ Legal IRS compliance.

Through Family Trusts, the $103 million is reinvested in real estate, new 702s Plans™, or private ventures.

Perpetual growth replaces inherited taxes with inherited opportunity.

Legacy systems fund education, entrepreneurship, and philanthropy.

This is generational empowerment — engineered, protected, and passed on without loss.

A New American Legacy — Designed by W.H. STEINER

In a world of rising taxes and disappearing guarantees, the 702s Plan™ isn’t just a smart financial move.

It’s a patriotic one.

Because the true American Dream isn’t about retiring late and leaving debt.

It’s about retiring early, living with freedom, and building a tax-free legacy that lifts generations.

Why Families Call This the Smartest Move They’ve Ever Made:

✅ Every Dollar Protected from Tax

✅ No Market Risk, No Penalties

✅ Retire Early — Live Free

✅ $100M+ Estate, Tax-Free to Heirs

✅ 100% Legal, IRS-Compliant, Proven

“We thought it was too good to be true. Then we ran the numbers.”

Families across America are waking up to a new truth:

You don’t need to be rich to build wealth. You just need to start smarter.

That’s what the 702s Plan™ represents.

It’s not just a plan. It’s a movement.

It’s the pathway to a new American legacy.

Are You Ready to Build Your Family’s Legacy?

The future is waiting. And it can be tax-free.

Schedule your one-on-one personal consultation with William H. Steiner:

📞 Phone: 786.802.2001

📞 Toll-Free: 888.229.0947 ext. 101

✉️ Email: wsteiner@whsteiner.com

🌐 Visit: W.H. STEINER’s Official Site