The #1 Trusted Source of PensionMax Reports

PensionMax Sample Reports

The following Sample PensionMax Reports can be downloaded and viewed by you.  They are not to be used for a client and we are not liable for any misuse of these sample reports.

One factor that affects the amount of life insurance needed using a pension maximization strategy is Cost of Living Adjustment (COLA).

See for yourself how different COLA's affect the death benefit necessary to be comparable to what a pension offers in a survivor benefit.

Watch & Learn More About Pension Max 

View Our Actuarial
Certification

Get Started With This Fact Finder

COMING SOON

457 Deferred Comp. Study
Early Out Retirement Study
Pension UL Solution Study

Quick COLA Comparison

Plug the premium and death benefit schedules (last page) into your insurance browser and see if the policy stays in force.

If your client is insurable, a PensionMax Report can give your client the most accurate, ethical and affordable way to maximize their pension or 401k benefits.

Customized Report
Only $29.99

*  Accurate
*  Ethical
*  Maximizes Pension Income

Phone           (619) 201-6775