Tax Deferral Outcome

No Property Tax Deferral

Upon the death of the last surviving taxpayer
the estate of the dearly departed will pass
on to the designated beneficiary.

Age: 65

Property value $1,000,000

Tax-free death benefit$0.00

Property tax repayment $0.00

Value of the Estate $1,000,000

Strategic Property Tax Deferral

Upon the death of the last surviving taxpayer
the estate of the dearly departed will pass
on to the designated beneficiary.

Age: 65

Property value $1,000,000

Tax-free death benefit $229,824

Property tax repayment $88,420

Value of the Estate $1,141,404

  • At year 21 you have a dividend cash value of $130,870 available to draw upon should you choose!
  • …or
  • At year 21 you could supplement your pension with a guaranteed income of $7,157 per year for life!
  • …or
  • Use $4000 of your guaranteed yearly withdrawal benefit to pay your annual property taxes with!
  • …or
  • Keep on deferring your property taxes up until it’s time for you to pass on through the Pearly Gates!

Age: 70

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 70

tax-free death benefit $280,823

property tax repayment $113,020

Value of the Estate $1,167,803

Age: 75

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 75

tax-free death benefit $334,941

property tax repayment $138,620

Value of the Estate $1,196,321

Age: 80

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 80

tax-free death benefit $381,562

property tax repayment $165,220

Value of the Estate $1,216,342

Age: 85

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 85

tax-free death benefit $459,093

property tax repayment $192,820

Value of the Estate $1,266,273

Age: 90

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 90

tax-free death benefit $532,582

property tax repayment $221,420

Value of the Estate $1,311,162

Age: 95

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 95

tax-free death benefit $615,285

property tax repayment $251,020

Value of the Estate $1,364,265

Age: 100

tax-free death benefit $0.00

property tax repayment $0.00

Value of the Estate $1,000,000

Age: 100

tax-free death benefit $703,519

property tax repayment $281,620

Value of the Estate $1,421,899


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