Policy Review yielded two options
Reduce Current Premium by 41.76% to $32,864
Increase Death Benefit by 40.54% to $14,053,534
Policy review yielded a significant increase in the tax free income by 34%.
Increase tax-free income stream by 34% to $225,000 annually
Experiences of clients with life insurance products will depend on their unique facts and circumstances and we cannot guarantee the same results for all clients.
Life insurance reviews can potentially result in a combination of reduced premiums, increased death benefits, and enhanced tax-free retirement income solutions. If insurance policies are more than a few years old, or have not been purchased from an M Financial Group firm, it is highly likely we can significantly improve the performance of the existing policy.
As of 3/2017