Term Deposit Versus Insured Annuity

This spreadsheet was designed to illustrate the tax advantages of an annuity combined with a life insurance policy, compared to a more conventional C.D. or other fixed income bearing investment. Space is also provided to list the pros and cons of each type of investment. By showing the client the higher net income after tax as well as the cumulative income received, they find the differences, easier to comprehend.

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