Jane is a 66-year-old female with a few health issues. She had a heart attack a little over 2 years ago and also had a coronary bypass as a result. She never thought she would be able to qualify for life insurance due to her health history.
Jane has planned well financially through the years and has managed to set aside enough money for retirement. She also has additional funds that she does not foresee needing during her lifetime. After speaking with an agent and finding out she may qualify for single premium life insurance, she decides to use $90,000 of assets to put into a life insurance policy for her children. The original $90,000 of assets purchases a single premium life policy death benefit of $152,027.
Jane's beneficiaries will receive the $152,027 death benefit income tax-free by simply moving assets from her bank into a Single Premium Life product.
Jane's agent earned a $13,500 commission on this case.
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