Financial Security & Independence 

Financial Education 7702 Private Plan


Financial Education-7702 Private Plan


We believe — “People don’t care how much you know, until they know how much you care!” That is more than just a statement — it’s a fact with our MKG Insurance Agency Champions and all our clients!


Life Insurance & Fixed Index Annuities is the flagship product of MKG. MKG Insurance Agency offers all types of Annuities, QLAC's, Qualified Longevity Annuity Contract (RMD), life insurance including term life, indexed universal life, survivor-ship life and whole life. MKG is constantly updating its life insurance portfolio to continually offer the most competitive products in the marketplace. Life insurance offers tax advantages that make it the perfect vehicle for retirement savings.


If you could earn stock market based returns without risk and 100% tax free in an IRS approved retirement account, would you be interested? What if this account earned interest based on market performance in the good years, but guaranteed you would never lose any money in the bad years?


What if a 7702 Private Plan could, almost like magic, balloon in value to much more than you put in if you were diagnosed with a terminal or chronic illness and needed money now? And among other features not in your current retirement account, what if the money you saved was much more liquid than a 401k, 403b, IRA, SEP, ROTH, KEOGH or other traditional IRS approved plan? That would sound like a pretty good retirement plan wouldn’t it? Would you think it is worth it to read this article over the next 10 minutes to find out?


If you said yes and you are willing to invest a few minutes reading then you are about to learn how to properly structure a 7702 Private Plan and earn tax free market based returns with $0 at market risk. The people who do a little research and work with a reputable professional to get it right increase retirement lifestyle significantly because a properly structured 7702 Private Plan is a set it and forget it type of account. It will perform your entire life earning risk free market based gains and rewarding you with tax free retirement income for life. 7702 Private Plan accounts also have more flexibility and fewer limitations than traditional 401k, 403b, IRA, SEP, ROTH, or KEOGH accounts.


The 7702 Private Plan is an excellent opportunity to create your own financial security without risk. It takes a little research and about an hour to set up with a professional, but once that is done your Private Plan account will serve you for life.


Tax Free Income Plans:


  • College Funding

  • Longevity Planning

  • Pension Max

  • Smart Money

  • Supplemental Retirement

  • Income Protection

  • AnnuiCare Tax Deferred Annuity with tax qualified long-term care insurance benefits

  • Index Universal Life Insurance 



Take the next step, contact MKG Enterprises Corp 7702 Private Plan Specialist.


And apply the strategies outlined in this article you will have a lifetime plan that will outperform most mutual funds, is guaranteed against losses and pays out tax free.


MKG Enterprises Corp.

CA Department of Insurance License NO. 0J03013

Office (559) 412-7248 (559) 460-7504 Private Plan Specialist


Click here to schedule a free consultation



Become a Forex Trader

Life insurance is a valuable component of your financial portfolio.

You work hard and likely have a strategy in place to build and help protect your financial future and that of your family.
 Life insurance should be an integral part of that strategy. Instead, many are focused on building their assets and have traditionally viewed life insurance as just a necessary expense to help protect a family’s future. Yet cash value life insurance has the potential to offer far more than just death benefit protection. 

Cash Value Life Insurance can:
• Leverage premium payments into a sizable death benefit.
• Provide a way to accumulate funds through its cash value. This is money that can be used for college, emergencies or during retirement without tax implications, assuming the policy is properly structured, as discussed below
• Transfer wealth with an income-tax free death benefit.

Focusing in on the second bullet, the benefits of using cash value life insurance as a means to accumulate a usable asset while living include:
• Potential for tax-deferred growth of the policy cash value.
• Premium limits based on amount of insurance coverage but not on income.
• Potential for income-tax free withdrawals and policy loans.
• No 10% tax penalty on, withdrawals or policy loans prior to age 59 ½, assuming the policy is properly structured, as discussed below.

Assuming certain premium limits are adhered to so your policy is not considered a Modified Endowment Contract 
Insurance Products: - Not a Deposit – Not FDIC-Insured – Not Insured By Any Federal Government Agency – Not Guaranteed By Any Bank or Credit Union – May Go Down In Value
This is information is a hypothethical concept and is not valid unless accompanied by a basic illustration for the life insurance policy described and an Internal Rate of Return report.

© Copyrights 2018 by MKG Tax Consultants Powered by MKG Enterprises Corp Investors

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