16.03.2015 Views

Executive Trifecta - InsMark

Executive Trifecta - InsMark

Executive Trifecta - InsMark

SHOW MORE
SHOW LESS

Create successful ePaper yourself

Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.

<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 />

Key Member's 50 Year Graphic Analysis<br />

$2,400,000<br />

$1,800,000<br />

$2,000,000<br />

$1,200,000<br />

SI<br />

CV<br />

$600,000<br />

$0<br />

CP<br />

CF<br />

10 20 30 40 50<br />

Years<br />

DB<br />

$402,419<br />

$354,687<br />

$0<br />

$0<br />

CP - Key Member's Cumulative Premiums<br />

SI - Key Member's Total Survivor Income Benefit<br />

CF - Key Member's Cumulative After Tax Policy Cash Flow¹<br />

CV - Key Member's Cash Value<br />

DB - Key Member's Death Benefit<br />

(1) For Retirement Income.<br />

Page 21 of 21

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!