The Knox Box Strategy
Imagine you could rent a safety deposit box at Fort Knox,
and imagine the money you put into the box turns to Gold*
*You cannot put money into Fort Knox, and your money does not turn to gold. This is a savings strategy that uses the power of an IUL
Your money grows as the "Gold"
(the Index) grows in value
No loss of money if the "Gold"
value goes down
You can borrow from the cash value
Your principal continues to gain value
even if you take out a loan
You can access your cash value Tax-Free
How much does it COST? How much MONEY will I have?
Examples below show recommended MINIMUM Contributions and VERY CONSERVATIVE Returns
20 Year Old - $200/Mo
DEATH BENEFIT: $244,986
5 Years = $6,165
10 Years = $20,785
15 Years = $40,886
20 Years = $67,760
25 Year Old - $250/Mo
DEATH BENEFIT: $270,329
5 Years = $9,407
10 Years = $29,609
15 Years = $56,420
20 Years = $92,311
30 Year Old - $300/Mo
DEATH BENEFIT: $278,657
5 Years = $11,671
10 Years = $35,711
15 Years = $67,971
20 Years = $111,103
35 Year Old - $350/Mo
DEATH BENEFIT: $276,109
5 Years = $13,782
10 Years = $41,216
15 Years = $78,406
20 Years = $128,113
40 Year Old - $400/Mo
DEATH BENEFIT: $265,607
5 Years = $15,733
10 Years = $46,036
15 Years = $87,656
20 Years = $143,344
45 Year Old - $450/Mo
DEATH BENEFIT: $245,743
5 Years = $16,517
10 Years = $47,626
15 Years = $92,095
20 Years = $151,585
50 Year Old - $500/Mo
DEATH BENEFIT: $222,508
5 Years = $17,902
10 Years = $50,737
15 Years = $99,020
20 Years = $163,867
55 Year Old - $550/Mo
DEATH BENEFIT: $195,845
5 Years = $19,046
10 Years = $52,864
15 Years = $103,496
20 Years = $172,387
Rule of thumb is to save a minimum of 10x your Age, for a minimum of 10 Years
6.44% Annual Rate of Return, with Compounded Interest
(Most IULs will have an Annual Rate of Return of 8% or better)
Cost of Insurance is Included in all the amounts.
The amounts shown will vary depending on the following:
1) How much $$ you put into the plan
2) How much Death Benefit you want
3) Your Health
4) Your Gender
5) Your Age
*Cost of Insurance increases as you get older, and is based on your CURRENT health
YOUR MONEY WORKS MULTIPLE WAYS
Tax-Free Access to your Cash
Death Benefit
Living Benefits
Retirement Income for Life
Safe Growth
Numbers Don't Lie
Let's see what your numbers look like
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