a n n ua l RO R N E E D E D TO M ATC H i n c o m e o n ta x-a dva n tag e d I U L @ 6.75% Cumulative Payments 6.75%
$1,480,650 Cumulative After Tax Cash Flow 100%
Municipal Bonds
$3,518,428
17%
Stock Account
$2,770,545
16%
Annuity
$2,660,854
10
6
$16,200,000
22%
12
8
Financed IUL
11.37 %
15
15
12
12
9
14.43 %
9
6
6
3
3
0
0
13.49 %
4
2
0
Municipal Bonds
STOCK ACCOUNT
ANNUITY
Daniel P. Wachs | CFP, ChFC, CLU 1431 Opus Place #630 Downers Grove, IL 60515 Phone : 630.445.1399 | www.perpetualwm.com Email : dwachs@perpetualwm.com