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Life Plan
Retirement The Way You Want It!

Life Plan produces a clear, concise two-page illustration containing all a producer needs to convince a customer of the exceptional value of a life insurance policy -- including 1) cash value; 2) death benefit; and 3) withdrawals and/or loans for retirement cash flow.  (A valid Life Plan illustration must contain all three components.)

Although useful with a wide array of clients, this illustration is particularly efficient when used with first-time buyers of permanent life insurance. It is also useful if you are working with new producers -- whether they are novices or sophisticated individuals who are inexperienced with life insurance proposals (e.g., stockbrokers, banker's CPAs, property and casualty agents, etc.)

 

 

Sample Cases & Output

Licensing Fee: $129 and $5/month
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