USING INTEREST EARNED ON AN INVESTMENT TO CREATE A PERMANENT GIFT

 
 
*Grandparent has an extra $50,000 invested with no need for income
*Interest earned is 6% before taxes (4.3% after taxes)
*Grandparent doesn’t need to grow asset
*5-year-old grandchild is provided with life insurance for future

 


*Premiums based on 5-year-old male grandchild.
*Premium rates do not represent a particular company’s premium rates and will vary for each particular situation.


*This policy can supplement retirement income in the future (access available cash value through loans or dividends)
* Policy riders available to enhance benefits

Note: The purpose of this material is to illustrate a concept. Your agent can furnish you with a specific company illustration for a particular policy face amount.