Case Study by Wade Pfau

[Cash]

This could just as easily go into the annuity or retirement planning forum but I thought the life forum would be best.

The article is nice because it shows the value of WL in a financial plan; protection, retirement planning, and legacy planning.

https://www.oneamerica.com/wps/wcm/connect/23b21fa6-8e9c-49c9-a49e-1a0b0ef95d91/OA_WP_Opt-Ret_Inc_05-15_web.pdf?MOD=AJPERES&CONVERT_TO=url&CACHEID=23b21fa6-8e9c-49c9-a49e-1a0b0ef95d91

Enjoy.