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Funding Illustration

Help clients understand that permanent life insurance may be more efficient than a savings account

The Funding Illustration calculator helps your clients compare life insurance options with alternative investment vehicles with identical cash flows.  The results provide added clarity and value in long-term planning.

Compares the cash value of a life insurance policy to a savings account at a bank with the ability to add term insurance costs and taxes.

For example: 
Your savings account would have to earn  X % to equal the same cash value (if term costs and annual taxes are included).