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Richard's Challenge

At age 66, Richard wanted to increase his annual tax-free income to sustain his family from ages 65 to 100, without changing outlay.

Purchased cash policy at age 46: $25,000 Annual Premiums; $890,985 Death Benefit; $419,178 Cash Value

With new mortality expenses, Richard's tax-free income in retirement increased $33,714/year

Policy Face Value increased from $890,985 to $1,216,554 and annual income increased from $54,200 to $87,914...an increase of 62.2%

Our Solution...

LOCATIONS
REQUEST INFO
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CONTACT

Corporate Headquarters

Bell Works

101 Crawfords Corner Rd, Ste. 1300

Holmdel, NJ 07733-1978

 

2273 Research Blvd., Suite 101

Rockville, MD 20850-3264

823 Pueblo Court

Naperville IL 60565-5310

To schedule a meeting with Paul go to https://calendly.com/schedule-a-time-with-paul/15min

PLAN A MEETING

Start by completing this form and we'll contact you.

info@keyarx.com

732-983-9830