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INDEXED
UNIVERSAL
LIFE
Elevate your future income potential
PRODUCT
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Long-term protection with opportunities to capture potential long-term market upside while preventing from negative market performance
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Flexible allocations among Indexed and Fixed account
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Indexed account Interest is linked to the performance of the performance of S&P500 index. Cap rate 8% - 10%, floor rate 0%*
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Fixed account interest rate as high as 3%-4%, guaranteed 1%-2%
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Tax free insurance death benefit**
Easily accessible cash value
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Multiple riders can be included
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UNIVERSAL LIFE
Protect from the unexpected and save for your future
PRODUCT
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Long term protection with potential of cash value growth
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Current interest rate of 3.5% to 4.5%, guaranteed minimum 2%*
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Interest rate may fluctuate, but always above guaranteed minimum*
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Tax free insurance death benefit**
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Easily accessible cash value
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Multiple riders can be included
GUARANTEED UNIVERSAL
LIFE
Enhance your legacy for loved ones
PRODUCT
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Death benefit can be guaranteed for any specific duration (lifetime, to age 110, to age 100, etc.)
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Guaranteed interest rate 2%*
Tax-free insurance death benefit**
Multiple riders can be included
WHOLE LIFE
Balance Protection and Growth
PRODUCT
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Guaranteed lifetime protection with guaranteed cash value
Current interest rate 5.65% - 6.2%, and guaranteed minimum of 4%*
Cash value may fluctuate but will always above guaranteed minimum
Tax free insurance death benefit**
Easily accessible cash value
Multiple riders can be included
LIFE INSURANCE COMPARISON
* Cap rate, floor rate, interest rate, guaranteed rate, available riders vary by companies and products
** Consult your accountant or tax advisor about tax requirements
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PUBLIC MEDIA RESOURCES
April 22, 2019
Understanding Indexed Universal Life
Upside potential with downside protection that is the most appeal of indexed universal life insurance.
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Pacific Life
#cash value #IUL #upside potential with downside protection
September 29, 2017
The Missing Asset: Life Insurance
Wherever your adventures take you, you’ll need a sound financial strategy and mix of assets to get there.
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Pacific Life
#missing asset #risk protection #retirement plan # chronic illness
October 3, 2021
Now is a Good Time to Consider Life Insurance
Security for your loved ones. Now is a good time to consider your life insurance needs.
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Sun Life Financial
#protect your great life #how will your family afford day-to-day expenses
May 19, 2023
Whole Life - The Gift of a Lifetime
Participating whole life insurance can give a child a financial head start and provide a range of benefits for years to come. It can truly be a gift of a lifetime.
Mass Mutual
#whole life #a gift of a lifetime #a financial head start for a child #financial planning
March 22, 2022
Multi Year Guaranteed Annuity MYGA
Grow your assets with a predictable and attractive rate of return. Ensure your principal is protected. Have penalty-free access to your money.
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Knighthead Annuity
#zero investment risk #guaranteed rate of return #retirement
November 25, 2020
Participating Whole Life Insurance Savings Plan
Achieve your goals of wealth accumulation, wealth transfer, change of life insured, trust owned, asset protection, and tax efficiency.
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Global Bridge Insurance
#cash value accumulation #insured changeable #trust owned #tax efficiency