Full Disclosure: Survivorship
Life Insurance
The definitive, essential resource for anyone involved in the estate planning process; it
is the industry standard reference on survivorship life policies.
Features
- Survivorship Whole Life, Variable
Life/VUL/VWL, and Universal Life like three packages in one!
- Current illustrated values
- Multiple age combinations and issue
classes, including best class, standard nonsmoker, and even a preferred nonsmoker paired
with a rated Table D insured
- SVL illustrations at 10%
- Minimum premiums to enow - and carry
- to maturity (SVL, SUL)
- 10-Pay premium levels
- Target premiums
- Premium necessary to obtain maximum
secondary guarantees
Sample Data:
Survivorship UL Minimum Guaranteed Premium Summary
*These is a condensed excerpt
from QuickShot Summary area of Full Disclosure; there is much more!
Internal rate of return measurements (IRR) on illustrated values including increasing
death benefits
- Current and guaranteed expenses
(UL/VUL/ISWL)
- Base policy and term blend
illustrations (WL)
- Subaccount performance
- Guaranteed cash values
- Very detailed current product specs
& features
- Full accounting of all current and
guaranteed policy expenses
- Percentage breakdowns of issue
classes actually sold.
- Premium volume
- Distribution
Vol. I: Release Date May/June
Vol. II: Release Date November/December
$99 ea.
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