Indexed Universal Life vs. Term Insurance and a Side Fund
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1 Comparison Page: 1 Presented By: [Licensed user's name appears here] For: George Baker Insurance Along with a - + End End 1 20, , , , ,144 13, , , , , , ,890 27, , , , , , ,264 50, , , , , , ,383 75, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,9 871, , , , , , , , , , , , , ,7 969, , , , , , ,279 1,024, , , , , , ,925 1,082, , , , , ,798 6,798 1,1, , , ,633 1,001, , ,194 1,213, , , ,279 1,040, , ,420 1,285, , , ,352 1,080, , ,807 1,362, ,000 12, , Summary Management fees reflected in column : 0.75% /Side Payments 400, , Living 580, ,807 1,080,352 1,362,807 Page 1 of 5
2 Comparison Page: 2 Presented By: [Licensed user's name appears here] For: George Baker Insurance Along with a - + End End , , ,572 60, , ,671 1,302, , , ,287 60, , ,539 1,242, ,000 3, ,439 60, , ,529 1,182, , , ,972 60, , ,800 1,122, , , ,825 60, , ,539 1,062, , , ,937 60, , ,990 1,002, , , ,242 60, , , , , , ,676 60, , , , , , ,168 60, , , , ,000 97, ,646 60, , , , ,000 39, ,036 60, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,000 12, , ,036 1,200, Summary Management fees reflected in column : 0.75% /Side Payments 400, , ,036 1,200,000 Living 0 819, ,992 Page 2 of 5
3 Comparison Page: 3 Presented By: [Licensed user's name appears here] For: George Baker Insurance Along with a - + End End , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,000 12, , ,036 1,800, Summary Management fees reflected in column : 0.75% /Side Payments 400, , ,036 1,800,000 Living 0 599, ,607 Page 3 of 5
4 MV Page: 1 Presented By: [Licensed user's name appears here] For: George Baker Matching Gross Required on a to Match over 50 s After Applying the Payment Illustrated Gross Required To match ulation Value of: $599, % To match Value of: $599, % Tax Considerations 1. : Interest is taxed as earned. 2. : a. including cash value component is income tax free. b. Loans are income tax free as long as the policy is kept in force. c. Withdrawals and other non-loan policy cash flow up to cost basis (not in violation of IRC Section 7702) are income tax free as a return of premium. d. values shown assume most favorable combination of b and/or c. This is an InsMark supplemental illustration for indexed Page 4 of 5
5 Presented By: [Licensed user's name appears here] For: George Baker 50th Summary Analysis 699,036 Cumulative 400,000 Payments 400,000 1,800,000 Cumulative 0 599,295 0 Living 637,607 Page 5 of 5
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001 Debits Credits 001 000 1000 FIRST CITIZENS CHECKING 3,855,837.38 0.00 001 000 1012 BB&T CD 10/08 Maturity 1-21-09 103,253.78 0.00 001 000 1013 Court Fines 4,326.44 0.00 001 000 1015 Upstate Federal
J.S. Vaughan Professional Business Support Services 3251 Prices Fork Blvd. Apt. 108 Suffolk VA
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A DISCOUNT MINI STORAGE
A DISCOUNT MINI STORAGE 3735 Mangum Rd, Houston, TX 77092 High Density Mini Storage in Near NW Houston and close to newly proposed renovated US290 Highway Renovated Living Quarters, Gated Customer Access,
Year Built 1979 / 1994
C r a i g S t o r a g e P o r t f o l i o V a r i o u s C r a i g, C O Activity ID: X0050407 Price $5,330,000 Down Payment $5,330,000 (100%) Net Operating Income 438,926 Number of Units 820 Rentable SF
ABC Condominium Assoc., Inc. General Ledger Page 1. Beginning Current YTD Date Reference T Description Balance Amount Balance 1010 Petty Cash
General Ledger Page 1 1010 Petty Cash 300.00 0.00 300.00 1012 Bank Security 26,675.78 06/04/14 Dep Security Deposits Rentals 1,100.00 06/30/14 99 Interest Income 5.83 1,105.83 27,781.61 1050 Bank CD 2/21/16
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Profit for the Year -6,
6:03 AM Braunston Parish Council 02/04/16 Profit & Loss Accrual Basis March 2016 Mar 16 Apr '15 - Mar 16 Income Precept 0.00 42,381.00 Other Income Agency Mowing 0.00 1,505.70 Interest Building Society
Agenda Item 8 Planning Applications Last year Cllrs Symonds and King were appointed to review planning applications.
Associated Papers APC Meeting on 23 rd May 2016 Agenda Item 4 Councillor Dispensation If there is an item on this agenda for which you have a pecuniary interest you will not be able to take part in any