Life Plan Highlights

Life Plan produces a clear, concise two-page illustration -- in English or Spanish -- 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.)