Special Executive Financial Security

Funding Goal

500,000

Sample Exec

When Living Benefits Begin @

Mobility Limiting Age Age 82

A Plan for Mobility Independence & Dignity

After

Edible Term Arrangement Employer Sponsor Difference

Age 78

Age 82

Age 86

Age 95

Net

Insured Executive

Insured's Net Yield on All Personal Cash Flow

Maximum IRR >



14.56% 11.66% 6.26% 0.00%

HIPAA Policy

Insured's per diem Distrib Att Age Monthly Monthly

Insured's

Year

Survivor Bnft

Annual Cash Flow Reflects All Living & Survivor Benefits

28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 45 46 47

28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 45 46 47

77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 94 95 96

25,989 10,000 26,769 10,000 27,572 10,000 28,399 10,000 29,251 10,000 30,128 10,000 31,032 10,000 31,963 10,000 32,922 10,000 33,910 10,000 34,927 10,000 35,975 10,000 37,054 10,000 38,166 10,000 39,311 10,000 40,490 10,000 42,956 10,000 44,245 10,000 45,572 10,000

10,860

10,860 10,860 10,860 10,860 10,860

10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860

10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860 10,860

500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000

1 2 3 4 5 6 7 8 9

‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 20,000

‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 20,000

0 0 0 0 0 0 0 0 0 0 0 0 0

10 11 12 13 14 15 16 17 18 19 20 21 22 23

‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 120,000 ‐ 20,000

0 0 0 0 0 0 0 0 0

0 0

0 0 0

10,860 10,860

500,000 500,000

0

0

### See AiS Proposal Appendix for Prudential Life Home Office Illustration(s) reflecting detailed Policy Values, Features, Benefits and Costs

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