Skip to content
Estate Wealth Planning

Contact Us: 804.552.0707

    Sample Illustrations

    Our unique combination of financing and a cash accumulation plan gives you more protection and the potential to accumulate more cash value. By using bank leverage, every dollar you contribute to the plan gives you the ability to use up to 3 additional dollars to acquire more than you could without leverage.

                 Client's Age: 30 Years             Illustrated Rate: 6.15%                                         Death Benefit Amount: $1,000,000  

                Female PNS                             Bank's Margin: 1.75%                                          Option B Increasing

                Client's Age: 30 Years           Illustrated Rate: 6.15%                                           Death Benefit Amount: $1,000,000 

                Male PNS                               Bank's Margin: 1.75%                                           Option B Increasing

    Wealth Plan for a 30 Year Old Female
    Wealth Plan for a 30 Year Old Male

    *The benefits and values shown above are not guaranteed. The assumptions on which they are based are strictly subject to change by the insurer. Actual results may be more or less favorable. 

    Sample illustrations for 40 Years Old

    Client's Age: 40 Years                                        Illustrated Rate: 6.15%                                             Death Benefit: $1,000,000

    Female PNS                                                      Bank's Margin: 1.75%                                               Option B Increasing

     

    Client's Age: 40 Years                                           Illustrated Rate: 6.15%                                            Death Benefit: $1,000,000 

    Male PNS                                                              Bank's Margin: 1.75%                                             Option B Increasing

    Wealth Plan for a 40 Year Old Female
    Wealth Plan for a 40 Year Old Male

    *The benefits and values shown above are not guaranteed. The assumptions on which they are based are strictly subject to change by the insurer. Actual results may be more or less favorable. 

    Sample illustrations for 45 Years Old

     Client's Age: 45 Years                                      Illustrated Rate: 6.15%                                                Death Benefit: $1,000,000

     Female PNS.                                                   Bank's Margin: 1.75%                                                           Option B Increasing

    Wealth Plan for a 45 Year Old Female

    *The benefits and values shown above are not guaranteed. The assumptions on which they are based are strictly subject to change by the insurer. Actual results may be more or less favorable. 

    Client's Age: 45 Years                                            Illustrated Rate: 6.15%                                            Death Benefit: $1,000,000

    Male PNS                                                                Bank's Margin: 1.75%                                               Option B Increasing

    Wealth Plan for a 45 Year Old Male

    "It was so nice last week when friends, neighbours and co-workers were watching their retirement accounts heading south again, and we could sit on the back porch and know, because of Estate Wealth Planning, our money was safe and growing tax-free. And that our retirement goals are still on track."

    Mariah K

    Our Custom Plans are supported by:

    Qualified Advise

    We’re a team of  qualified advisors to give you advice on your policy, so rest assured we’ll help you find one that’s right for you with a quick, friendly, and jargon-free chat.

    No Obligation

    What if the policy we recommend just isn’t quite right for your circumstances? Not a problem - we won’t push you to move forward unless you’re 100% happy.