Premature death can cause financial hardship to Ken’s business partners and his family. Purchasing life insurance can provide financial protection with a tax-free death benefit to the company and his family.
The Solution
Male, age 55, in good health, Approved Select Preferred as the best available class
Policy #1:
- $10,000,000 death benefit, the business is the owner
and beneficiary
- Term UL Policy Guaranteed for 10 years
- $15,070 annual premium
Policy #2: - $1,500,000 death benefit, owned by him with his wife is
the beneficiary
- Term UL Policy Guaranteed for 15 years
- $2,971 annual premium
First
Year Target Premium: $18,000
Additional Estate Planning insurance solution is currently in the works.
Additional Estate Planning insurance solution is currently in the works.
No comments:
Post a Comment