Life Plan produces a clear, concise two-page retirement illustration -- in English or Spanish -- containing all a producer needs to convince a customer of the exceptional value of a life insurance policy -- including:
- cash value;
- death benefit; and
- withdrawals and/or loans for retirement cash flow. (A valid Life Plan illustration must contain all three components.)
Although useful with a wide array of clients, this illustration is particularly efficient when used with first-time buyers of permanent life insurance.
Life Plan is a strategy that emphasizes death benefit and pre-retirement cash accumulation while also providing a source of retirement income.