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

23.0

Net Yield

Mobility Needs

Key Employee's Investment

Triggered



Tax Free Cash Starts $187,427

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



$10,372 Employer's Investment

$7,840 Key Employee's Investment

Cash Ends $31,238

A 40

NRA 66

LBA 80

LBA 84