Hi, folks!

Have you ever heard of this magical vehicle called the 7702A? It’s quite magical but not in the way that you might traditionally think. It builds on the solid time-tested principle of compound interest. It has been around since 1913 and actually stands for an internal revenue code just like the 401k or 403b.

I was so amazed when I first learned about this investment vehicle and wondered why on earth, with my robust financial background – my father opened Merrill Lynch in Japan, I have an MBA, and had spent years studying at the College of Financial Planning – I had never heard of it?!

It’s because in 1913 only millionaires qualified to use this vehicle. Thankfully, time and technology change. But, the 7702A is still pretty new for those of us not yet in that millionaire income bracket.

Allow me to offer an illustration:

Although the first iPhone was perfect for its time, if you were to choose a phone today you’d probably want something closer to the iPhone X, which would be a better fit for your current needs in today’s high-tech environment.

Similarly, to get the best returns on your money, you need to know what is available in today’s market. That is where I come in! My job is to function like a personal shopper; but, instead of phones or clothes, I help you find the best financial fit!

The 7702A is my favourite vehicle because you can take advantage of its perks for as little as $100 a month!

And, once you pay taxes on your income the first go around, inside this vehicle you’ll never have to pay taxes again – assuming it is structured properly.

Imagine, for a moment, the rate at which your savings could grow if you didn’t have to factor taxes in! The difference in your long-term savings for a house, or college, or retirement is astounding!!! In fact, the historical rate of return on the most popular investment my clients choose is 10.22% over the last 20 years. That is a pretty incredible long-term rate, made even better because it is so safe.

The 7702A is safe because it can be structured in such a way that you would never have to worry about losing money in the stock market again! Last year, my clients made a good 15% on their money without ever worrying if the market was going to crash. They don’t worry because their money is guaranteed to be locked in whenever the market dips; meaning: they won’t lose a penny inside of this special vehicle. See, magical, right?! When the market crashed in 2008, many people (around 80% of the nation) lost BIG! Even the extremely wealthy were affected, but they were able to bounce back quickly due to the strength of their resources, like the 7702A.

Last year, my clients made a good 15% on their money without ever worrying if the market was going to crash. Click To Tweet

To increase your peace of mind, even more, the 7702A is being offered by multiple A/A+ rated companies.

Ever heard of TransAmerica? It’s been around since the 1800’s. Nationwide? John Hancock? Pacific Life? These are the companies I get to work with and am honoured to represent.

My main goal is simply this: to help ensure your money is working its hardest for you, and that it’s protected should the unimaginable happen.

Look for more information on this and other topics in upcoming blogs! In the meantime, if you would like to schedule a FREE personal consultation with me about your finances, simply click the link to book a call.

Looking forward to chatting with you soon!

Sending tons of light and love.

Hugs, 🤗
Karen