CASE STUDY

As the following chart illustrates, an Evergreen policy is able to provide significant tax advantages for high net worth clients.

The example shows the substantial difference between the potential growth of a $1 million investment without an Evergreen policy when compared to a $1 million premium payment in an Evergreen policy. In fact, the Evergreen policy with an 8% per annum return on its investment component is equivalent to having to earn a 13% per annum return on the taxable investments.

Single Life

50 Year Old Male

Assumptions:

  • 50 year old male, non-smoker
  • $1,000,000 single premium
  • 8% annual return on Investment Component
  • 45% tax rate (combined Fed. & State)
Case Study Chart
  Evergreen Policy
  Taxable Investment
(no Evergreen policy)
 
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