Insurance Planning

Financial Portfolio Product Comparison

Life Insurance Product Portfolio

Product Comparison

Because every client has a different need, diverse products offer flexibility to fit your clients’ situation.

Whether the objective is to have a 100% guaranteed death benefit or an income producing policy1, the life insurance market has the options to adequately cover that requirement.

Show your clients how the different products available can fit their financial portfolio:

This presentation presents an overview of estate planning. It is not intended to provide full disclosure. It is not intended to give tax or legal advice. Any comments about tax treatment simply reflect an understanding of current interpretations of tax laws as they relate to estate planning and life insurance. Tax laws are always subject to interpretation and possible changes in the future. It is recommended that you seek the counsel of your attorney, accountant, or other qualified tax advisor regarding estate and life insurance taxation as it applies to your particular situation. These pages depict certain estate planning options. This presentation simply shows the effect that the demonstrated option(s) may have on your estate and potential estate taxes, based on certain assumptions of the value, growth, and disposition of your estate, detailed in the presentation and provided by you. All references to the present or future value of death benefits and cash values of pre-existing life insurance policies are based on the information you have provided for purposes of this analysis. They should not be construed to be the actual present or future values of the death benefits or cash values available in those life insurance policies. For a detailed projection of policy values of a given life insurance policy, please contact the company that issued the policy(ies) in question.

Estate
Planning

Charitable
Planning

Retirement
Planning

Business
Planning

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