JH Solutions QuickEstate Presentation - Concept Navigator

Quick Estate Tax Presentation
Comparison of Alternatives based on Current Tax Law
Prepared for Sam Valente & Vivian Valente Presented by Sample Agent
(1)
(2)
(3)
(4) (5) (5)
(6)
End of Year
Current
Proposed
Yr.
Attained
Age
Estate Balance
(5.0%)
Estate Taxes
Current Plan Plan Net to Net
to Heirs
New ILIT
Proceeds
Plan Net to
Heirs
Difference due to
to ILIT
(1-2)
(3+4)
(5-3)
51 110/108 90,305,773 49,322,375 40,983,398 5,000,000 45,983,398 5,000,000
52 111/109 94,821,062 51,805,784 43,015,278 5,000,000 48,015,278 5,000,000
53 112/110 99,562,115 54,413,363 45,148,752 5,000,000 50,148,752 5,000,000
54 113/111 104,540,221 57,151,321 47,388,899 5,000,000 52,388,899 5,000,000
55 114/112 109,767,232 60,026,178 49,741,054 5,000,000 54,741,054 5,000,000
56 115/113 115,255,593 63,044,776 52,210,817 5,000,000 57,210,817 5,000,000
57 116/114 121,018,373 66,214,305 54,804,068 5,000,000 59,804,068 5,000,000
58 117/115 127,069,292 69,542,310 57,526,981 5,000,000 62,526,981 5,000,000
59 118/116 133,422,756 73,036,716 60,386,040 5,000,000 65,386,040 5,000,000
60 119/117 140,093,894 76,705,842 63,388,052 5,000,000 68,388,052 5,000,000
61 120/118 147,098,589 80,558,424 66,540,165 5,000,000 71,540,165 5,000,000
62 121/119 154,453,518 84,603,635 69,849,883 5,000,000 74,849,883 5,000,000
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 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.
Page 7 of 9 May 10, 2011