Previous Topic

Next Topic

Book Contents

Supplemental Retirement

Protect your family with the purchase of permanent life insurance to provide death benefit protection. This presentation will highlight the valuable benefits of life insurance and its' ability to build up tax-deferred cash value that can generate a stream of supplement retirement income – potentially income tax free.

In This Section

Product

Percentage of Need to fund with Life Insurance

Distribution Method

Desired Retirement Age

Desired Annual Retirement Income

Social Security Benefit Start Age

Monthly Social Security Amount

Planned Retirement Income