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PensionMax Sample Reports
The following Sample PensionMax Reports can be downloaded and viewed by you. They are not to be used for a client and we are not liable for any misuse of these sample reports.
One factor that affects the amount of life insurance needed using a pension maximization strategy is Cost of Living Adjustment (COLA).
See for yourself how different COLA's affect the death benefit necessary to be comparable to what a pension offers in a survivor benefit.
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457 Deferred Comp. Study
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Quick COLA Comparison
3% COLA (non-compounded)
3% COLA (compounded)
Plug the premium and death benefit schedules (last page) into your insurance browser and see if the policy stays in force.
If your client is insurable, a PensionMax Report can give your client the most accurate, ethical and affordable way to maximize their pension or 401k benefits.