Special Executive Financial Security
Funding Goal
500,000
Living and Death Benefits are Payable Anytime Prior to . . .
Sample Exec
Mobility Limiting Age Age 82
Age 96
A Plan for Mobility Independence & Dignity
Employer Sponsor Difference Insured Single Bonus
Insured's Detail
Total Premium Srvr Bnft
Economic Additional Benefit Cash / Policy
Total
Personal Income
Net
Insured's After Tax Cash Flow
Insured's
Annual
Alloc to Alloc To
Taxable Income
Inc Tax
Year
Att Age Premium Insured Insured Received
Bonus
Tax Rate Payable
559 588 534 508 480 456 437 422 407
0 0 0 0 0 0 0 0 0
559 588 534 508 480 456 437 422 407
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 10,860 10,860 10,860 10,860
0 589,140 0 578,280 0 567,420 0 556,560 0 545,700 0 534,840 0 523,980 0 513,120 0 502,260
142 148 153 160 168 178 187 196 206
142 148 153 160 168 178 187 196 206
10 11 12 13 14 15 16 17 18 19 20 21
16 17 18
16 17 18
10,860
0 426,240
295
295
844
0
844
10,860 10,860 500,000 10,860 10,860 500,000
‐ 60,816
10,860 10,860
0 0
173,760
173,760
0
0
0
28 29
28 29
77 78
10,860 10,860 500,000 10,860 10,860 500,000
0 0
10,860 10,860
0 0
0 0
0 0
35% 35%
32 33
32 33
81 82
10,860 10,860 500,000 10,860 10,860 500,000
0 0
10,860 10,860
0 0
0 0
0 0
35% 35%
36 37
36 37
85 86
10,860 10,860 500,000 10,860 10,860 500,000
0 0
10,860 10,860
0 0
0 0
0 0
35% 35%
Page 5 / 5
See AiS Proposal Appendix for Prudential Life Home Office Illustration(s) reflecting detailed Policy Values, Features, Benefits and Costs
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