Life Insurance Illustrations and How They Work

Learn the moving parts of an IUL Illustration. See a variety of Illustrations to open your mind to funding styles and options. View samples specific to your age. Help you conceptualize how these contracts are put together. Let you see what kind of money you can expect per year TAX-FREE!

  • Beat the System

    Learn the rules and play the game like a pro. Outsmart the system while moving your family forward. Avoid the landmines of life. There are tools that every person should have in their portfolio to help with this. Do you have those tools?

  • Educate to Understand

    Once you understand how flexible premiums, access to cash, tax-free growth, living benefits and tax planning come together...the better guides we can be in helping you build the perfect plan . Basically, the more you understand, the better chance of us designing a path that works for YOU and the better chance of achieving your goals.

  • Understand

    Do more than just see numbers. Educate yourself via easy to follow explanatory videos and supportive information to help you understand what you're looking at.

  • Say Whaaat? Life...

    Life Insurance, if designed properly, can be a saving grace on many levels for businesses and individuals of all ages and financial means.

  • Design

    Proper design of Life Insurance contracts are crucial. Your involvement and understanding will be driving factors in this process so your education is important to us.

  • See Numbers

    Access a variety of illustrations and see values based off of your age and a variety of funding styles. Flexibility is the greatest attribute but understanding the effect of moving parts is where you should start.

What You Will Learn

  • 1
    Welcome - Let's get you educated on IUL's
    • Introduction - What to expect
  • 2
    Explanatory Videos For Your Sample Illustrations
    • Single Illustration Explainer Video
    • Comparing Different Illustrations Explanatory Video
  • 3
    Numbers - Show me some numbers
    • Age 51 Male Paying $150/month or $1800/Year - Not Showing Distributions - All growth TAX FREE
    • Age 51 Male Paying $250/month($3k/yr) - Not Showing Distributions - All growth TAX FREE
    • Age 51 Male Paying $12,000/year to Age 75 - Distributions $65,000/year age 76-95 TAX FREE
    • Age 51 Male Paying $20,000/year until 65 - Distributions of $80,000/year age 76-95 TAX FREE
    • Age 51 Male Paying $500/mo(6k/yr) until 75 - Distributions of $32,000/year age 76-95 TAX FREE
    • Age 51 Male Paying $50,000/yr for 10 years - Distributions of $85,000/year age 66-85 TAX FREEE
    • Age 51 Male Paying $100,000/yr for 10 Years - Distributions of $170,000/year age 66-85 TAX FREE
    • Age 51 Male paying $200,000/year for 5 Years Distributions of $203,000/year age 66-85 TAX FREE
  • 4
    Course Completion and Moving Forward
    • Hope that helped explain things
    • CALL NOW or Schedule a Meeting to discuss