Bell & Associates | Life Insurance Specialists

800.308.BELL

Tax Tables, Charts & Graphs

Tax laws and guidelines are a common topic when discussing estate planning and life insurance with your clients.  Below are a few charts we have created in order to help illustrate the estate tax and income tax rate over the last 100 years as well as a tax reference cheat sheet from Columbus Life.  This sheet outlines the tax brackets, exemption amounts, plan limits, etc... for the 2011 tax year.


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     Tax Tables, Charts & Graphs
 


Additional Coverage with Accelerated Underwriting:

  • Available to individuals who have been fully underwritten for term insurance within the past 5 years
  • No new medical exam required
  • Available up to age 60 and $1,000,000 DB
  • Access to some of the most competitive term products in the marketplace

Unique Indexed Annuity:


  • 12% commission available
  • Extremely liquid
  • Up to 60% of Asset Value after just 30 days penalty free!
  • Built-in Accelerated Care Benefits
  • "A" rated AM Best

Simplified Issue IUL Program:


  • No medical exam (phone underwriting)
  • Targets age 40-60 clients looking for tax-free retirement income
  • Uses #1 selling indexed UL product in the country!
  • Up to $1,000,000 of coverage available!