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Wealthy and Wise
Features:
What You Can Do With The System:
- Test for Sustainability of Cash Flow Goals
- Test Financial Tolerance for Gifting
- Measure the Impact of any Strategy on Pre-death Net Worth
- Compare Alternative Wealth Accumulation and Distribution Strategies
- For Couples, Change Number of Estate Tax Exemptions from Two to One to Show the Positive Impact of Using a Credit Shelter Trust
- Compare Alternative Wealth Preservations Strategies
- Compare Plans With and Without Life Insurance (in or out of the estate)
- Compare Tax Deferred w/ Taxable, Tax Exempt, and Equity Alternatives
- Calculate After Tax Social Security Retirement Benefits
- Illustrate IRAs, Roth IRAs, 401(k)s, Keoghs, and Defined Benefit Plans
- Analyze Pension Accum./Distribution Strategies incl. Spousal Pensions
- Evaluate Charitable IRA
- Evaluate Stretch-Out IRA
- Compare Stretch-Out IRA to Charitable IRA
- Evaluate Charitable Bequests of Annuity Assets
- Evaluate Zero Estate Plans
- Analyze Charitable IRA Rollovers (good through '07 unless Congress extends)
- Compare Alternative Charitable Strategies
- Test "Pension First" vs. "Pension Last" Distribution Strategies
- Handle Multiple Taxable, Tax Exempt, Tax Deferred, & Equity Accounts
- Measure Impact of Potfolio turnover on Equity Performance
- Compare Variable Annuities with Equity Accounts
- Analyze Grantor-Funded Loan-Based Split Dollar (loan interest gifted or accrued; gifted then accrued or accrued then gifted
- Analyze 3rd Party Loan Based Life Insurance Strategies (loan interest gifted or accrued; gifted then accrued or accrued then gifted)
- Evaluate 1035 Annuity Exchanges
- Evaluate Annuity Rescue Plans (w/life insurance in and out of the estate)
- Evaluate Pension Rescue Plans (w/life insurance in or out of the estate)
- Analyze Insure vs. Self-Insure (e.g., Long-Term Care, Disability Income)
- Compare Term vs. Permanent Insurance
- Include Graphs, Bar Charts, and Pie Charts to Compare the Impact of Different Strategies on Net Worth, Transfer Taxes, Wealth to Heirs, and Wealth to Charity
Additional Capacity:
- Built-in Animated Screen Show (Toolbar icon)
- Built-in 7-Minute Video Featuring a Wealthy and Wise Presentation
(Toolbar icon)
- Electronic Link with Illustration Systems of over 80 Insurance
Companies
- Electronic Link with InsMark’s Corporate and Private Split
Dollar Modules
- Electronic Link with InsMark’s Loan-Based Split Dollar
and Loan-Based Private Split Dollar
- Electronic Link with InsMark’s Loan-Based Deferred Compensation
System
Wealthy and Wise Logic:
Click
here and take a few minutes to review the Wealthy and Wise®
logic report. (If you’re not using Wealthy and Wise, pray
your competition isn’t either.)
To see how easy this system is to use, please click the icon below
to review Sample Input Screens.
Sample Input Screens 
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