If you could have an account that was 100% liquid and would balloon in value should a health event happen, would that be of interest?
If you could have an account that was 100% liquid and balloon in value should you pass unexpectedly, would that be of interest?
Many planners are seeing the benefits of one or both of these options every day.
Option 1 Sample – Female Client Age 65 Deposits $100k
$100,000 Liquid Account Value
$376,000 TAX-FREE Guaranteed Account Value for Long Term Care Expenses
$585,869 TAX-FREE Guaranteed Growth Account Value for LTC by age 85
Option 2 Sample – Female Client Age 65 Deposits $200k
$200,000 Liquid Cash Value
$425,200 TAX-FREE Guaranteed Immediate Death Benefit
3%-4% Expected IRR on Cash
$540,752 Expected Death benefit Tax-Free by age 85
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Reach out to: Tim Morton