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Life Plan | What's New?

Version 4.0 of the Life Plan™ System

Version 4.0 of the Life Plan System provides the option for output in Spanish.

The three key ingredients of modern cash value life insurance are death benefit, cash accumulation, and spendable cash flow through policy withdrawals and/or loans. Life Plan is designed for easy explanation of these three features -- in just a couple of pages. We added the option for output in Spanish due to the tremendous growth of the U.S. Hispanic population which, according to the Census Bureau, is 45.5 million and growing. A significant segment of this group prefers to transact financial business in Spanish, and Life Plan 4.0 addresses this issue.

We have no idea as to the usefulness of a Spanish variation in your practice, but please let us know if it is. If you know of any producers who would find the Spanish output worthwhile, we would appreciate hearing from you at 1-888-InsMark (467-6275).

IRS Circular 230 Disclosure

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