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Best Place for Cash

April 23, 2021 By itops

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

Order these custom illustrations for one of your clients today.

Reach out to: Tim Morton
(800)238-8144 x127

Filed Under: Westland Word

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