Living Balance Sheet

The Torrid Technologies software (link in my signature) might fit what you're looking for. Life insurance, if structured properly, would fit in the "tax free" category. If held for a long period of time (minimum 20 years), you could do a back-test and see a 4-5% per year return with whole life for example.

However, you'd still have to account for the cost of insurance before the cash values "break even" over premiums paid. You could do that in the "special expenses" category. I'd say 20% premium cost for up to 8-9 years. Just make sure your illustration is somewhat accurate to what you're trying to project in the software as an asset.

I am biased (and I get a small discount on my software renewal if you buy), but it's worth checking out:
http://tinyurl.com/DHKRetirementViewPro
 
The Torrid Technologies software (link in my signature) might fit what you're looking for. Life insurance, if structured properly, would fit in the "tax free" category. If held for a long period of time (minimum 20 years), you could do a back-test and see a 4-5% per year return with whole life for example.

However, you'd still have to account for the cost of insurance before the cash values "break even" over premiums paid. You could do that in the "special expenses" category. I'd say 20% premium cost for up to 8-9 years. Just make sure your illustration is somewhat accurate to what you're trying to project in the software as an asset.

I am biased (and I get a small discount on my software renewal if you buy), but it's worth checking out:
http://tinyurl.com/DHKRetirementViewPro



Yea I have the demo ... I need to play with it a little more.. not sure if I got it under your name .. but I definitely found out about it from one of your post.. so if I decide to go with it .. I'll use your link to purchase
 
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