Product Center
 

Superfunding

The superfunded case data are as follows:

Insureds: John and Mary Smith Ages: 65/60 Years to Illustrate: 30
Number of Annual Gift Exemptions (21 each): 42 (4 children; 4 spouses; 13 grandchildren)
Number of Premiums: 10
Premium Reserve Account Tax Exempt Interest Rate Assumption: 4%
Long-Term Applicable Federal Rate: 5.21% (August 2004 rate)

Click on the case you wish to review:
3. LB-PSD Presentation #3 (Survivor Universal Life)
4. LB-PSD Presentation #4 (Variable Universal Life)

Here is how the plan design was established using the Superfunding Calculator:

  Power Producers | Registry | Product Center | Seminars | Concept Library | Workbook Download | Technical Support | Training Center  
Search: Advanced Search   
White on Red Small Logo InsMark, Inc.
2400 Camino Ramon, Suite 150
San Ramon, CA 94583

InsMark Order Line: 888-InsMark (467-6275)
Main Office: 925-543-0500 | Fax: 925-543-0501
Customer Service: 925-543-0507
E-mail: info@insmark.com

© Copyright 2003-2007, InsMark, Inc. All Rights Reserved