Resources - CPS Growth Institute LLC

Wealth Growth and Protection Calculator

This advanced tool helps you visualize how consistent contributions and strategic planning can lead to long-term financial growth and security. By inputting key details such as your age, annual contributions, and desired growth rate, you can see potential outcomes over time. Perfect for those seeking to maximize their savings potential while ensuring stability and flexibility in their financial future.

Client Information

Name: Email: Age:

Financial Details

Savings Amount Per Month ($): Savings Amount Per Year ($): Expected Annual Return (%): Index Option: Desired Initial Death Benefit ($): Death Benefit Option:

Investor Lump Sum Borrowing Calculator

Scenario Explanation

This calculator models a scenario where an investor deposits 70% of their lump sum in year one and 30% in year two. Borrowing percentages, repayment strategies, and impacts on the death benefit are considered to ensure policy viability.

Investment Details

Lump Sum Investment Amount ($): Borrow Percentage of Deposit (%): Repayment Percentage of Indexed Growth (%): Borrowing Interest Rate (%): Indexed Annual Return Rate (%): Death Benefit Multiplier (e.g., 5x Lump Sum):