Laddering Case Study
It is now 20 years into Tony’s retirement...
Tony turns 76 and decides to take a look at his Denali 14-year policy, which allows him to start a lifetime income. That means... even starting in his 21st policy year, he will continue receiving over $50,000* every year for the rest of his life!
Let’s review:
Tony had an initial deposit of $500,000 and allocated to Secure Savings, Vega, and Denali…
And his $500,000 turned into OVER $1.9 MILLION* of income between the ages of 61 and 100!!!!
