This is nothing less than: A Perpetual Income Plan for Your Organization.

It's a legacy that keeps giving to your organization. Year after year after year.

• To cover expenses, your organization could have an income base that continually gets restored! With this plan, you get to use the same money, over and over and over again.
• You can diversify part of your endowment into multiple investments and/or guaranteed options.
• And, you can withdraw 4% to 6% annually to covering operating expenses.
• And… after using all that money for operating expenses (year after year), when your plan designee dies, your original investment (or more!) is restored as a death benefit to your organization.
• Then, you simply repeat the process, and in this way, you use the same money over And over again. It never runs out!
• See an example
• See how to get started

What if

You could diversify part of your endowment into multiple investments and/or guaranteed options?

You could withdraw 4% to 6% annually to covering operating expenses?

And… after using all that money for operating expenses (year after year), when your plan designee dies, your original investment (or more) is restored as a death benefit to [Your Organization]?

Here’s an example:

1. Your Organization invests/transfers $2,000,000.
2. Your Organization withdraws $100,000 (5%).
3. Your Organization uses the $100,000 to cover specific operating expenses.
4. Your Organization repeats step 3 annually for the next 15 years (withdraws $1,500,000).
5. Plan designee then dies...
6. Plan designee’s death benefit is then restored to the greater of the account value, or the total investment ($2,000,000).
7. Your Organization receives the death benefit.
8. selects another plan designee and repeats steps 1-7.

1. We meet with your people in charge (in person or over ZOOM).

2. All questions are answered, particular to [Your Organization]’s needs.

3. You choose a plan designee or multiple plan designees.

4. We implement the plan at ZERO cost to Your Organization.