If your client is having a hard time deciding between a Level Income Rider payout vs an Increasing Income Rider payout, then this report will be exactly what you need. By determining the “Break Even” point, you can help your client determine which option will give them the most income throughout their entire life. Using this report will help you bring mortality into the income conversation and possibly set yourself up for a Life Insurance sale.
Call your FMO and order this report. You will need the name, age and income age of your client. You can specify the products and riders you want to see as well. Below is an example:
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