Interactive Strategy Calculator

Estate Tax Mitigation Strategy Calculator

Model an insured investment strategy using HELOC financing, portfolio cash flow, borrowing costs, insurance premiums, and projected estate benefit.

Important Disclosure

Figures are derived based on assumptions and information at the time of discussion. Projections are general in nature and should not be construed as exact figures. Tax, market and borrowing conditions are subject to change. Review your financial plan regularly to ensure it remains up to date and addresses your current needs.
Sum Insured
$0
To offset estate tax liability
Annual Cash Flow
$0
Portfolio yield on HELOC amount
Residual Cashflow
$0
after insurance premiums
Final Total Benefit
$0
At ending age

Strategy Projection

HELOC outstanding balance, investment value, investment profit, insurance profit, and total benefit.

Year-by-Year Projection

Values update instantly as assumptions change.

AgeHELOC OutstandingInvestment ValueInvestment ProfitCumulative PremiumsInsurance ProfitTotal Benefit