Tax Free Income for Life
Protection of Gains
Long Term Care Benefits
Tax Free Death Benefit
Increase Estate Liquidity
Your client deposits $500,000 into a Fixed Index Account (annuity), which will provide $33,300 income per year starting year two.
The annuity income begins to fund the life insurance policy year two, providing the client a $1,000,000 death benefit, as well as living benefits.
The life policy is fully funded after ten years, and the client can begin to take an income of $37,000 per year for the rest of their life, totalling $3.2 million in total income taken.
The client, spouse, children or charities.
- Long term care income
- Tax free death benefit
- Maximize lifetime income
- Protect gains and increase liquidity
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