Kate

Kate is 35 years old.  She is a mother to a young child and needs to protect him while also start saving for his college education.

Additionally, Kate is also needing to save for her retirement.

Kate's Goals & Funding

  • Age:  35
  • Goal:  Family Protection, College & Retirement
  • Fund:  $6,000/Yr. X 30 Yrs. (Total $180K)

Kate's Benefits & Rewards

  • Initial Life Ins. Death Benefit:  $300,000
  • Child’s College Edu. Funded:  $180,000*
  • Cash Balance at Age 70:  $430,500**

Click on our Case Studies to see the ways we help our clients get Financially Empowered and live better!

Andrew

Andrew is 30 years old with a modest budget of $250 per month. He needs to protect his family in case something should happen to him.

Andrew also need to save for his retirement years.

Kate

Kate is 35 years old.  She is a mother to a young child and needs to protect him while also start saving for his college education.

Additionally, Kate is also needing to save for her retirement.

John

John is 45 years old.  He needs additional life insurance protection for his family.

John also needs to catch up on his retirement savings and he is able to fund $1000/month in order to do so.