Skip to content
Families
Business
Wealth & Legacy
Learn
Founding Partner
ES
EN
Book Coaching →
Home
/
Insurance
/
Lesson 6
/
Cash Value Projector
Cash Value
Projector
Proyecta cash value año por año.
Your policy
Death benefit ($)
Annual premium ($)
Guaranteed rate (%)
2% (moderno)
3% (medium)
4% (highs)
Dividend rate
0% (non-par)
4%
5% (top mutual)
6% (histórico)
Años
Costos anuales
Project
Projection
Break-even
—
Cash value Y30
—
Real IRR
—
Total pagado vs cash value
Pagado:
—
· Cash value:
—
Diferencia = costo neto.
Year
Premium
Total paid
CV guaranteed
CV + dividends
DB
Key insight:
Break-even año 10-15. IRR 3-5%.
Back to lesson
Print
