1Benefit Plan Dashboard v1.00 - J Ponte.xlsm

Mobility Needs Triggered 

20.7

Tax Free Cash Starts $247,021

Net Yield Key Employee's Investment

Employer Key Man Insurance $200,000

Key Employee Survivor Benefit $500,000



Money Flows in Only One Direction



All Policy Costs Waived Forever After 25 Monthly Benefits Paid



$13,372 Employer's Investment

$12,764 Key Employee's Investment

Cash Ends $41,170

A 40

NRA 66

LBA 80

LBA 84