LP Sample Presentations

 

Life Plan Using Universal Life

The insured, age 35, plans on retiring at age 65 and would like to see how life insurance can play an important role in his retirement goals.  The policy for this illustration is Universal Life (any permanent policy can be used) with a $250,000 level death benefit. Annual premiums of $3,000 are illustrated for 30 years followed by cash flow of $10,000 a year (withdrawals to basis; loans thereafter) for 20 years. The policy illustration extends to age 95. (Life Plan allows any user-designated final illustration year provided at least two retirement years are included.)

English Version
Spanish Version

Life Plan Using Equity Indexed Universal Life

The Insured, age 35, plans on retiring at age 65 and would like to see how life insurance can play an important role in his retirement goals.  The policy for this illustration is Equity Indexed Universal Life (any permanent policy can be used) with a $500,000 level death benefit. Annual premiums of $6,000 are illustrated for 30 years followed by cash flow of $60,000 a year (withdrawals to basis; loans thereafter) for 20 years. The policy illustration extends to age 95. (Life Plan allows any user-designated final illustration year provided at least two retirement years are included.)

English Version
Spanish Version

Life Plan Using Equity Indexed Universal Life

An upscale client, age 45, plans on retiring at age 65 and would like to see how life insurance can play an important role in his retirement goals.  The policy for this illustration is Equity Indexed Universal Life (any permanent policy can be used) with a $2,500,000 level death benefit. Annual premiums of $100,000 are illustrated for 5 years. Starting at age 65, cash flow of $175,000 a year (withdrawals to basis; loans thereafter) is illustrated for 20 years. The policy illustration extends to age 95. (Life Plan allows any user-designated final illustration year provided at least two retirement years are included.)

English Version
Spanish Version

LifePlan - Wealthy Grandparents Using Equity Indexed Universal Life

The illustration below is for the consideration of the wealthy grandparents of a grandchild, age 20. The grandparents would like to provide a head start on retirement planning.  The policy for this illustration is Equity Indexed Universal Life (any permanent policy can be used) with a $1,000,000 increasing death benefit (increasing for 10 years, level thereafter). Premiums of $15,000 a year are illustrated for 10 years. Starting at age 55, policy withdrawals of $150,000 a year (withdrawals to basis; loans thereafter) are illustrated for 30 years. The policy illustration extends to age 95. (Life Plan allows any user-designated final illustration year provided at least two retirement years are included.)

English Version
Spanish Version

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