Agent Name: Phone #:
Banker’s Optimal System of SecurityTM
4-PILLARS WORKSHEET Debt Elimination
Wealth Building
Retirement Planning
(Disability Protection, Pay Off High Interest Loans, Pay Off Auto Loans)
Penalty-Free Access to Available Cash Value
You Select Your Retirement Date
Death Benefit: 100,000 $ $ – Year One
Available Funds**: $ 2,802 $ – Year One
Rule #1: Don’t lose principal value of an investment (Contractual Growth) Rule #2: Plan must create tax advantages (Tax Deferred Growth) Options: Start a business / Expand a current business / Purchase income producing real estate
Annual Contribution: $ 4,000
Death Benefit: $ 188,320
TM
Retirement Planning
Debt Elimination
Date: 08/05/09
Wealth Building
BOSS
Legacy Planning
Age: 44
Keith Fansher
Name:
Legacy Planning Asset Protection
Potential Annual 70 Tax Free Income – Age:
Cash Value Protected From Creditors in Most States
$ 11,027 Non-Guaranteed 70 Cash Value Age – Age: $ 183,788 Death Benefit – Age: 70
Use Cash Value to Pay Estate Taxes Death Benefit will pass to Living Spouse Tax Free
$ 341,214 Remaining Death Benefit – Age: 90
“The more you use your system, the better the results”
$ 50,000
$ – Year Ten
Non-Guaranteed Cash Value:
Annual Minimum: $ 1,199 $
1
44,252
2
$ – Year Ten
Total Lifetime Benefit: $
270,546
3
**Note: Non-guaranteed cash values have been used in your scenario. Your actual results may be more or less favorable. See Policy Illustration for more details.
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