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Executive Trifecta - InsMark

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<strong>Executive</strong> <strong>Trifecta</strong><br />

Using<br />

Equity Indexed Universal Life<br />

Presented By: [Licensed user's name appears here]<br />

Date: 03/28/2008<br />

Insured: Harvey Scott<br />

Plan Sponsor: Scott Engineering, LLC<br />

Limited Liability Company<br />

Limited Liability Company Company's 50 Year Graphic Analysis<br />

$1,600,000<br />

$1,200,000<br />

$800,000<br />

$400,000<br />

CP<br />

$500,000<br />

$0<br />

DB<br />

10 20 30 40 50<br />

Years<br />

CV<br />

$0<br />

$0<br />

CP - Plan Sponsor's Cumulative Premiums<br />

CV - Plan Sponsor's Cash Value<br />

DB - Plan Sponsor's Death Benefit*<br />

* Plan Sponsor's Death Benefit includes an amount<br />

allocated for funding the survivor income benefit for the<br />

Key Member's beneficiaries.<br />

Page 20 of 21

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