The Ultimate in Benefits
Our new Simplified Advantage Whole Life policy provides families a quick, convenient way to purchase life insurance with the pportunity to accumulate cash on a tax-deferred basis.*
Accumulate Cash with Only One Premium Payment
The Ultimate Future Benefit 260 is a wise and safe way to set aside a substantial amount of cash from an investment that has matured, an inheritance gift, or the sale of a valuable asset. The policy requires only one premium payment, provides life insurance, and accumulates cash on a tax-deferred basis.*
No Waiting for Cash Access
In addition to tax-free death benefits and tax-deferred financial growth,* a significant advantage of the Ultimate Future Benefit 260 is that policyholders have access to their cash from the first day the policy is in force. Should an emergency arise, loans may be obtained against the cash value of the policy at competitive interest rates.***
Help Pay for College or Retirement
For example, an Ultimate Future Benefit 260 policy with a one-time premium payment of $10,000 could accumulate enough cash to help pay for a child or grandchild to go to college (when the policy is issued at an early age.) If maintained until age 65, it could help provide the child with a comfortable retirement.**
* Based on current tax laws
*** If this policy is a MEC, loans will be subject to income taxation. Distributions prior to age 59 ½ also are subject to a 10% IRS penalty. Please contact your tax advisor.
** Not guaranteed
Ultimate Future Benefit 260
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