Don’t Lose Millions of Dollars of Retirement Savings to Unnecessary Tax Losses and Risk Investments

The Economics of Life Research Project was initiated in 1971 to develop economic education and planning programs that prevent these unnecessary losses.

Planning program outcomes:

  • $1 – $10 million of spendable retirement distributions.
  • 7 – 8 years of extended life expectancy.

  • $1 – $10 million of endowment gifts to family members and charities

The first step is complete the complimentary 5 question participation eligibility assessment (4 minutes)

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Structure of the New Economic Order Planning Program:

EVIDENCE-BASED PLANNING PRINCIPLES:

Maximize the Efficiency, Control, and Safety of the Conversion of Surplus Earnings and Savings to Guaranteed Life Income

Adopt a 5-year funded Leveraged Tax-Exempt Life Income Plan if you or your spouse are healthy and age 60 and under.
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EVIDENCE-BASED PLANNING RULES:

Don’t lose surplus earnings to unnecessary income taxes. Don’t lose savings to unnecessary risk investments.

Establish a 5-year funded Leveraged Tax-Exempt Life Income Plan that generates 25 years of tax-exempt, spendable retirement distributions.
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EVIDENCE-BASED PLANNING REALITIES:

Compound Interest, Mortality Gain, and Leverage

Deploy surplus earnings, surplus savings, and bank leverage to multiply retirement savings exponentially.
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EVIDENCE BASED GOALS:

Financial Independence: Guaranteed Life Income Equal to Lifestyle Costs.

Achieve Financial Independence by establishing the new, 5-year-funded Leveraged Tax-free Life Income Plan that generates 15 – 25 years of annual tax-exempt retirement distributions that are equal to or greater than an annual plan contribution

Personal Significance: Earned Recognition for Gifts to Others.

Achieve Personal Significance by establishing the new, 5-year-funded Leveraged Tax-free Life Income Plan that generates an endowment that is a multiple of the annual plan contributions.
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Benefit From Findings of the Economics of Life Research Project

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Productive individuals have benefitted by attending economic education seminars developed from findings of the 53-year-old Economics of Life Research Project.
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Productive individuals have benefitted from participating in the planning program’s personalized, evidence-based, earnings & savings management, and endowment creation “Ideal” capital accumulation, capital distribution, and endowment creation planning programs that have been developed from findings of the research.

Evidence-Based Planning Recommendations

Leverage surplus earnings and savings to accelerate the accumulation of retirement savings.

                                              
                                             
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Generate tax-exempt retirement distributions.

                                              
                                              
                                              
                                
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Convert savings to guaranteed principal, guaranteed growth, 6% to 12% guaranteed life income financial instruments.

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What do you need to KNOW to succeed financially?
Early findings of the Economics of Life Research Project indicated that most productive individuals demonstrated deficiencies in economics of life education regarding personal and business financial structures. Lack of time available in high school, college and graduate school curricula prevented effective communication of principles of business management and personal financial management.

Lack of understanding of proven business practices, personnel management, business cash flow, and effective allocations of capital and time contributed to stress. These deficiencies in economics of life education prevented productive individuals from maximizing the economic outcomes of their personal financial structures.

In addition, a lack of understanding of catastrophic loss and asset protection plans, qualified and non-qualified retirement plans, leverage, investment selection and investment objectives contributed to losses from inefficiencies in the conversion of productive individuals’ surplus earnings to savings, and conversion of savings to guaranteed life income.

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What do you need to HAVE to succeed financially?