Maya
Case Study: Successful Realtor
Presented by
Whole Life Like You’ve Never Seen Before.
High cash value whole life insurance is the foundation for any financial plan. Whole life is a tool for financial abundance that is working financial miracles for families and small business owners every day.
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●
Busy realtor
$290,000 annual salary
32 years old
Single
No life insurance
Her active team averages five to six closings per month.
She invests in some of the deals herself. Her career is on a rapid growth trajectory
Maya
Financial Challenges
Her profits keep piling up into low or no-interest checking and savings accounts.
She has no long-term plan for her future, no savings or investment goals, and no life insurance.
She does not have the time, knowledge or interest to invest and manage a financial portfolio.
Working together with her Whole Life Pros agent, they came up with several different options…
… …
$290,000/ year
Maya has decided to put her savings to work in a high cash value whole life insurance policy. She was comfortable funding $75,000/year for the first ten years, with no obligation to pay after that.
By age 50:
$1.2M in cash value
$2.4M in death benefit
By age 60:
$2.0M cash value
$3.1M in death benefit
Busy realtor
Outcome
Her zero and low-interest savings are now growing and compounding inside a whole life policy.
The cash value in her whole life policy serves as a ready line of credit when opportunities arise.
Retirement secure. By age 60 Maya will have $2M in cash value and can begin withdrawals to supplement her retirement.
Using Whole Life, she has converted a portion of her savings into a long-term compounding vehicle.
She has established her own personal line of credit - no bank required.
$290,000/ year
32 years old Single
She has created her own supplementary retirement income.
She has secured permanent life insurance, even if she later becomes uninsurable for any reason.
Maya
realtor
Busy
Why Maya Chose Whole Life:
Long-term Compounding Personal Line of Credit Supplementary Retirement Income Permanent Life Insurance
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