Special Executive Financial Security
Funding Goal
500,000
Sample Exec
Anytime Prior to . . . Living and Death Benefits are Payable
Mobility Limiting Age Age 82
Age 96
A Plan for Mobility Independence & Dignity
Employer Sponsor Difference Insured Single Bonus
Sponsor's Detail
Total Premium Srvr Bnft
Economic Additional
Total
Sponsor Income
Net
Sponsor's After Tax Cash Flow
Insured's
Annual
Alloc to Alloc To
Benefit Cash / Policy Deductible
Inc Tax
Year
Att Age Premium Sponsor Sponsor
Reported
Bonus
Value
Tax Rate Payable
559 588 534 508 480 456 422 437 407
0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0
35% 35% 35% 35% 35% 35% 35% 35% 35% 35% 35% 35%
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
50 51 52 53 54 55 56 57 58 65 66 67
10,860 10,860 10,860 10,860 10,860 21,720 10,860 10,860 32,580 10,860 10,860 43,440 10,860 10,860 54,300 10,860 10,860 65,160 10,860 10,860 76,020 10,860 10,860 86,880 10,860 10,860 97,740
3,801 3,801 3,801 3,801 3,801 3,801 3,801 3,801 3,801
14,661 14,661 14,661 14,661 14,661 14,661 14,661 14,661 14,661
10 11 12 13 14 15 16 17 18 19 20 21
16 17 18
16 17 18
10,860 10,860 173,760
3,801
14,661
844
0
0
0 0
0 0
0 0
‐ 60,816
0 0
0 0
173,760
173,760
0
0
0
28 29
28 29
77 78
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
35% 35%
32 33
32 33
81 82
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
35% 35%
36 37
36 37
85 86
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
35% 35%
Page 4 / 5
See AiS Proposal Appendix for Prudential Life Home Office Illustration(s) reflecting detailed Policy Values, Features, Benefits and Costs
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