Life Plan

Life Plan

Life Plan produces a clear, concise two-page retirement 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. 

Insmark Life plan
Licensing Fee:
$149.00
Required Maintenance Fee:
$12.95 /month
 

Your System comes with Snap-Ons. Snap-Ons enable the instant transfer of policy data from your company's illustration software to this InsMark System.

Life Plan Illustrating the Value of Permanent Life Insurance

Life Plan Illustrating the Value of Permanent Life Insurance

Life Plan is a strategy that emphasizes death benefit and pre-retirement cash accumulation while also providing a source of retirement income.

A Life Plan presentation shows your client the value and flexibility of permanent policies with a death benefit, annual premiums, followed by cash flow (the example above shows withdrawals to basis; loans thereafter).

Sample Output

Life plan sample output