08/11/2021
Meet Mark (Age 40) and his wife, Jennifer (Age 38). Both had a dream and desire to be debt free before retirement, so instead of signing a 30-year note on their new home ($300k) they had their minds made up to raise their monthly payment, while they had the income, and do a 15-year loan instead. However, prior to putting pen to paper, they decided to discuss the option with our team to see if there were any better options. Here is why Mark and Jennifer decided to work with us:
Mike and Jennifer's Current Plan
$300k Mortgage for 15-Years (3% Rate)
Monthly Payment: $2,072
Payoff Ages: Mark (55) and Jennifer (53)
Benefit: 100% Home Ownership and no Mortgage during Retirement!
Although this option is great for them to achieve their primary goal of removing a mortgage payment from their retirement income, look what OTHER BENEFITS they received going with our program:
Mike and Jennifer's Proposed Plan using our Program
$300k Mortgage paid off in 16.9 Years (1.9 years longer than original plan)
Monthly Payment: $2,072
Payoff Ages: Mark (56) and Jennifer (54)
Liquidity of Funds in Account to be able to use for Emergency (Car Broke Down) or Emotional (Trip to Jamaica) Spending Needs
Growing End of Life Benefit starting at $323k in the event that Mark passes prior to mortgage being paid off. Benefit at $765k at age 56.
Liquid Cash of Nearly $40k when Mortgage is Complete.
AND if they decide to keep using our program AFTER Mortgage is Paid OFF:
Guaranteed End of Life Benefit of over $1,000,000 at age 72
Guaranteed Tax-Favored income of $450k at Retirement!
Leaving their family an amazing LEGACY!
Of course, Mark and Jennifer decided to work with me. I am yet to find a person or couple that our plan cannot bless like this. I am happy to run a FREE Personalized Report showing what we can do for you. Message me to set up a time to chat!