Retirement Income
Case Designs
Click on which Retirement Income Case Design you would like to see, and the link will jump you to a library of case studies with different client ages to choose from...
*Borrow 100% of the Premiums
*Pay 100% of Interest Due
Each Year (zero accrual)
*Pay Off Lender in Year 14
*Outside Collateral Required
*10-Year Level Contribution
*Pay 10%-20% Premium
Out-Of-Pocket
*Borrow Remaining Premium &
Accrue 100% of Interest Each Year
*Pay Off Lender in Year 14
*Outside Collateral Required
03
100% Cost Recovery
Net Zero Expense
(CR)
*This Design is Used for Death Benefit Only Cases
*10-Year Level Contribution
*Pay 100% of a Reduced
Premium in Years 1 & 2
*Premiums in Years 3-10 are Algorithmically Calculated
Based on Client Profile
*Level Contribution Pays a
Portion of Premiums in
Years 3-10, While Remaining
Premiums Are Borrowed
*Accrue 100% of Interest Each Year
*Pay Off Lender in Year 14
*Drastically Reduced Collateral
