JH Solutions QuickEstate Presentation - Concept Navigator
JH Solutions QuickEstate Presentation - Concept Navigator
JH Solutions QuickEstate Presentation - Concept Navigator
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QUICK ESTATE TAX PRESENTATION<br />
Comparison of Benefits<br />
Comparison of Estate Tax Costs<br />
Your Current Situation in the chart at the right illustrates your<br />
estate taxes due based on no further planning.<br />
The Proposed Situation illustrates your estate taxes due based<br />
on the use of life insurance owned by an Irrevocable Life<br />
Insurance Trust.<br />
Prepared for Sam Valente & Vivian Valente Presented by Sample Agent<br />
Comparison of Values for the<br />
Valente Estate in Year 15<br />
Current Estate Value Today : $7,500,000<br />
Current Proposed<br />
Situation Situation<br />
Projected Estate @5% 15,591,961 15,591,961<br />
Projected Estate Taxes 8,150,177 8,150,177<br />
Insurance In ILIT 5,000,000<br />
Net To The Heirs: 7,441,785 12,441,785<br />
Policy Information<br />
Product: Protection SUL-G 10 Initial Premium: $43,244<br />
Insured(s): Sam and Vivian Valente Initial Death Benefit: $5,000,000<br />
Male Age 59, Preferred NonSmoker/Female Age 57, Preferred NonSmoker<br />
16,000,000<br />
14,000,000<br />
12,000,000<br />
10,000,000<br />
8,000,000<br />
6,000,000<br />
4,000,000<br />
2,000,000<br />
0<br />
NET TO HEIRS<br />
1 6 11 16<br />
Current Situation Proposed Situation<br />
This is a supplemental illustration authorized for distribution only when preceded or accompanied by a basic illustration from the issuer. Benefits and values may not be guaranteed; the assumptions on which they are based are<br />
subject to change by the insurer. Actual results may be more or less favorable. Refer to the basic illustration for guaranteed elements and other important information.<br />
Page 4 of 9 May 10, 2011
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