Cash Flow Strategy & Wealth Distribution 2 — Team Cocco Financial Planning

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Purpose: Compare your current insurance strategy side-by-side with an alternate approach to see which delivers more value — both in cash flow efficiency and total death benefit protection over time.

Strategy Inputs

Current Strategy

Insurance Type

Annual Premium ($)

Death Benefit ($)

Projected Cash Value Year 20 ($)

Projected Cash Value Year 30 ($)

Coverage End Year

Annual Premium Increase (%)

Alternate Strategy

Insurance Type

Annual Premium ($)

Death Benefit ($)

Projected Cash Value Year 20 ($)

Projected Cash Value Year 30 ($)

Coverage End Year

Cash Value Growth Rate (%)