Legacy Matters
Your Safe, Flexible, Dynamic Solution for Seniors’ Nest Eggs

Sell Legacy Matters because:

  • Markets are Too Risky
  • Bank Rates are Too Low
  • Seniors Want More than a Fixed Annuity

Here are some simplified examples:

$100,000 Deposit

Female 65 Non-smoker

In 5 Years:

Death Benefit: $220,026

Cash Value:  $107,874

In 10 Years:

Death Benefit: $218,129

Cash Value: $126,421

At Age 95:

Death Benefit: $181,468

$100,000 Deposit

Male 65 Non-smoker

In 5 Years:

Death Benefit: $197,422

Cash Value:  $107,358

In 10 Years:

Death Benefit: $195,704

Cash Value: $124,828

At Age 95:

Death Benefit: $167,288

$100,000 Deposit

Female 75 Non-smoker

In 5 Years:

Death Benefit: $169,952

Cash Value:  $104,805

In 10 Years:

Death Benefit: $164,380

Cash Value: $116,893

At Age 95:

Death Benefit: $138,975

15 Minute Underwriting Process

Two risk classes: smoker and non-smoker Issue Ages 50-80

Underwriting Approval Needed for Purchase

Product Subject to Change

For Agent Use Only

NY Product

10% withdrawals (reduces Death Benefit)

Email us for more information and paperwork