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Security Financial offers one of the most competitive Wealth Transfer products on the market. Learn more about this industry leading SPWL by reading the info below and attending our conference call.
TheUSBroker.com invites you to attend a product introduction and review of the:
VISTA Wealth Transfer Single Premium Whole Life
Thursday, July 13 - 12:00 Noon EST
Location: At your home or office in front of your computer; Log-in to www.vistawt.com
Dial: 888.376.5050 Access Code: 1966#
followed by the pound (#) sign
Selling Life Insurance to Seniors!
Simplicity is the Key!
Vista Wealth Transfer Single Premium Whole Life
- Table 2-4 Issued Standard
- Non-Medical In Most Cases
- More Liquidity Than An Annuity
- No Surrender Period
Increased Liquidity
- Initial Premium May Be Returned By End of 1st Year
- Tax Free Transfer At Death
- Minimum Death Benefit of $5000 between ages 56-80
- Competitive Compensation
Click here to for a Vista Wealth Product overview video clip
- video clip opens in a new browser window
Click here to view video stream summary of this fantastic article about MECs and the reason you absolutely should consider single premium whole life insurance for your senior clients! - video clip opens in a new browser window
Modified Endowment Contracts - A Wealth Transfer Product by Dr. Jerry Corsi. “The need is simple! Annuities perform exceptionally well as tax-deferred retirement accumulation
vehicles, but annuities were never designed to
excel in wealth transfer to the next generation….”
Read entire article by Jerry Corsi, TheUSBroker.com Contributing Editor.
Sample Illustration of Visa Wealth Transfer
65 Year Old Female (Up to Table 4) Non-Smoker
$100,000 Single Premium
For Agent Use Only |
|
Year 20 Summary |
4% Annuity
@ 31% Tax Bracket |
Vista Wealth Transfer
SPWL #1 |
Tax Savings To
Beneficiary |
|
|
Death Benefit |
$219,112 |
$246,449 |
$64,262 |
|
|
Income Tax |
($36,925) |
$0 |
|
|
Net Proceeds |
$182,187 |
$246,449 |
|
|
Year 35 Summary |
4% Annuity
@ 31% Tax Bracket |
Vista Wealth Transfer
SPWL #1 |
Tax Savings To
Beneficiary |
|
|
Death Benefit |
$394,609 |
$389,665 |
$86,385 |
|
|
Income Tax |
($91,329) |
$0 |
|
|
Net Proceeds |
$303,280 |
$389,665 |
|
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|
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Call Van to find out more information regarding this Single Premium Whole Life, contracting, commissions
and compensation
Agent Contracting Paperwork for Security Financial
Van Albanese, CLU, ChFC
TheUSBroker Representative
phone: 1-877-341-3342 (toll-free)
fax: 1-315-655-4784
valbanese@theusbroker.com
For Agent Use Only, Not for General Public |
