ASSESSMENT
Living Life By Design
Indexed Universal Life Insurance
In life, one size does not fit all. Living Life by Design Indexed Universal Life Insurance is a flexible solution that can be custom made to help fit your unique needs and goals. But what configuration is right for you?
Answer these six questions to find out.
Get StartedQUESTION 1
I want to protect my loved ones and...
maintain my independence when I retire.
provide enough benefit so they are debt-free when I’m gone.
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QUESTION 2
I want to protect my loved ones and...
...make steady payments until I retire.
...accumulate value quickly by contributing more.
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QUESTION 3
How much do you want to spend?
I am willing to pay more for options.
I want to start small and grow into a larger plan as my income increases.
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QUESTION 4
What is more important to you?
Minimizing the tax burden on my retirement.
Finding the most tax-efficient way to pass on my assets.
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QUESTION 5
I want to protect my loved ones and...
...have a plan to provide stable payments in retirement.
...get a start on building my nest egg.
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QUESTION 6
What matters more to you?
Establishing an emergency fund.
Ensuring my income is replaced if I am gone.
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FORM
Fill out this short form to get your results.
YOUR INFORMATION
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AGENT INFORMATION
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