A) This proposal shows the face amount, the premium, the amount of tax free income – Click Here

B) Many savers choose a qualified account 1 to save funds for retirement. With an existing qualified account, there are two potential ways to manage your account and the tax status of your savings:

  1. You can keep the account as is and accumulate funds tax-deferred
  2. You can convert your account to a Roth IRA and accumulate funds tax-free.

The following pages will show how your account could potentially perform under these situations

C) In this proposal, we will use the qualified retirement plan payout to match the IUL payout it doesn’t last as long.

Please read these proposals carefully, if you have any questions please contact us