theprogram

         Real Life Examples

Molly - Age 72

Homestead Value
Annual Property Taxes
Life Insurance
$165,00
$3,500
$100,000


10 Years Later


Life Insurance (Option C)
Paid Off Deferred Taxes
Net To Family
$135,000
-$50,400

 $84,600


_____________________________________________________________________________________

 

Pete - Age 71      Karen - Age 68

Homestead Value
Annual Property Taxes
2nd To Die Life Insurance
$125,00
$2,600
$138,000


10 Years Later

Without TaxBack
Homestead:
$125,000







Net To Family:
$125,000
                            or

With TaxBack
Homestead:
$125,000
Plus Life Insurance
$164,000

Less Deferred Taxes:
-$37,400




Net To Family:
$251,600



 

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