Protective Life - Calculator

A single payment is taxed differently based on an investment or insurance vehicle. The calculator is intended to display the following three scenarios for a single payment:
  1. The account value of a taxable account
  2. The account value of a tax-deferred account
  3. The amount of the death benefit
It is important to remember that earnings in a taxable product are taxed every year and earnings in a tax-deferred product are not taxed until withdrawn. The death benefit of the Protective® Estate MaximizerSM II single premium whole life insurance product passes income tax free to named beneficiaries, under current tax law.
Customer Information
Age [Ages 50-85] 
Gender 
Tobacco user? 
Single Payment And Assumptions
Single Payment ($) 
Number of years to display (max 20) 
Before-tax return on taxable product (%)help
Before-tax return on tax-deferred product (%) 
Marginal tax bracket (%)help
   

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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