Please note: Our offices will be closed Monday the 30th of May, 2022 in observance of the Memorial Day holiday.

How can we help?

Comparing two Scenarios Walk-through

Follow

This video will demonstrate how to compare two scenarios using our 45-year-old couple Will and Emily. It will show the PEM visualization side by side with several wealth transfers eliminated or reduced, and show how a Maximum Efficient Contract will help them move forward in their finances.

Import this contact file into your NextGen to review the demonstration case of Will and Emily. As you will see in their Present Position Spending Game scenario, they are 45, living a good financial life with a house and saving inside their 401K and Brokerage Account. They have some life insurance protection with a Term policy.

See how their financial future can be improved with the Future Position scenario including a well funded PLI. Higher estate values, lower taxes, lower risk, and greater use and control of their savings.

 

Have more questions? Submit a request

Comments