The Wealth Accumulation module helps producers
educate clients on aspects of savings such as timing, risk, growth,
and tax-advantaged investing.
This module:
 |
Serves as a financial
calculator |
|
Graphically illustrates
the advantages of taxable versus non-taxable investments |
|
Demonstrates the
high cost of procrastination in committing to a specific planned
need |
This simple, effective calculator illustrates
what sums are needed to obtain a desired future value, what a
regular savings plan will amount to in the future, and the advantages
of tax-deferred investing.
