Help clients discover the keys to building wealth effectively
The Accumulation calculator shows the effectiveness of money growing over time while allowing for a series of variables including earnings rate, term insurance, management fees, loads, and tax structure (taxable, tax-deferred, tax-deductible and/or tax-free.)
Some ways to use the calculator: The analysis provided by the Accumulation calculator can help clients determine whether to:
- pay tax on the seed or harvest of their investment.
- buy term and invest the difference or buy whole life
- net the taxes and other costs out of the investment or pay it from another account.