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$12,726,090

Look at these results on the following assumptions:


Annual S&P 500 growth rate - 5.25%
Mutual Fund net growth rate - 7.00%
Mutual Fund tax bracket - 20%

$8,066,961
Mutual Fund $7,500,000

Index Life

$5,226,090

$4,754,040

$3,312,921

$300,000

$190,161

Annual A/T Total A/T Ultimate Total


Retirement Retirement Family Family
Income Income Bequest Value

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