Recent Case Study #1
Exiting Owner: Male, age 46
Owner's expected value of business interest: $2,500,000
Retirement distributions to begin at age 55
Annual retirement distributions: $263,611 for 30 years
Net death benefit: $659,700
Total benefits for Equity Access™: $8,568,037
Portion of owner's expected value covered by Equity Access™: 343%

Recent Case Study #2
Exiting Owner: Male, age 43
Owner's expected value of business interest: $8,000,000
Retirement distributions to begin at age 50
Annual retirement distributions: $760,125 for 20 years
Net death benefit: $13,758,412
Total benefits from Equity Access™: $28,960,918
Portion of owner's expected value covered by Equity Access™: 362%

For these business owners, utilizing Equity Access Solutions™ as a vehicle to provide business succession planning enables funding for a smooth transition of ownership and provides for potential tax-free retirement income.