The Protection Planning Checklist: Life, Health, Retirement & Legacy (4-Page PDF)
A comprehensive 4-page client audit and printable blueprint covering 0% market loss floors, IRS 7702 tax-free loans, Living Benefits, pension maximization, and Everest funeral pre-planning.
⚡ Executive Summary & Key Takeaways
- ✓4-Pillar framework auditing Life Defense, Health/Medicare, Retirement Immunity, and Legacy Pre-Planning.
- ✓Printable Client Self-Audit Scorecard to identify high-risk financial vulnerabilities.
- ✓Living Benefits checklist covering Critical, Chronic, and Terminal medical emergencies.
- ✓Action blueprint with direct advisor illustrations and interactive simulator links.
Pillar I & II: Modern Life Defense & Accelerated Living Benefits
Evaluating modern Indexed Universal Life (IUL) with contractual 0% downside market loss floors, IRS Section 7702 tax-free policy loans, and built-in Living Benefits that allow accelerating up to 90% of death benefits tax-free during critical, chronic, or terminal health events.
Pillar III & IV: Retirement Longevity, Military Shield & Legacy
Mitigating 401(k)/IRA sequence-of-returns market crash risks with guaranteed lifetime annuities, bypassing the military SGLI-to-VGLI escalation cliff, maximizing military pensions (SBP), and saving $3,500+ with Everest Funeral Concierge 24/7 price negotiation.
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