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
*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
*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
*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
"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.