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Graphic Illustration
See Notes Below
This strategy leaves the client with
substantially the same liquid assets he has now. The asset
continues to participate in the market growth and the client
leaves his children a lot more money.
At the top of the bar charts, the Catalyst software calculates
the rate of return on the premium dollars relative to the death
benefit. These rates are net of income tax. An alternative
investment of the premium dollar outlay would have had to average
these rates of return for the span of years shown to equal the
death benefit. |
