Answer seven quick questions and you can quickly find out if you are a good fit for our strategy.
Takes you about 90 secondsNo commitment from you
Which of these describes you?
You need to qualify as an accredited investor under the SEC definition. Your status is confirmed later, at the illustration stage, using two years of your tax returns and your personal financial statement.
What is your approximate net worth?
Your contribution has to be financially justified for both the insurance and the premium, so your range matters here.
What is your approximate annual income?
Your contribution has to be financially justified for both the insurance and the premium, so your range matters here.
How old are you?
Age is a direct input to insurability and to the terms the carrier and the bank will offer you.
How would you describe your health?
Your coverage is subject to carrier underwriting. Health underwriting does shape the cost and design of your policy, and in some cases you could be declined coverage, based on your medical history.
On an annual basis, how much can you comfortably invest to help secure your future?
The minimum annual contribution is $20,000 per year for five years. There is no maximum limit, and all amounts must be financially justified for both the insurance and the contribution amount.
Why are you interested in The Stream Plan?
One last question, which of these describes you best?
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Enter your details and we will follow up with the resources and next steps that fit you.
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Thank you, we have your answers.
Someone from the Stream team will follow up at the email you gave us.
You verify your accredited investor status with two years of tax returns and a personal financial statement.
The carrier underwrites you, including your age and health.
You contribute for the first five years. After year five, you owe nothing further.
This quiz is for general educational purposes and is not a qualification decision. The Stream Plan is available to accredited investors only, and your accredited status is verified at the illustration stage. The plan uses an indexed universal life insurance policy issued by a third party carrier together with third party financing, and it involves risk. Your policy values would include both guaranteed and non guaranteed elements, and illustrated rates are projections rather than guarantees, so your actual results may differ materially. Any income or distributions referenced are designed to be tax advantaged and depend on your policy design and IRS rules, including Modified Endowment Contract limits. The death benefit is paid tax free to your beneficiaries. If you do not qualify for The Stream Plan, traditional life insurance may still be available to you through Watermark Life Insurance Services, a separate firm, and any coverage arranged there is subject to its own underwriting and carrier approval. This is not tax, legal, or investment advice. Your eligibility depends on carrier underwriting and a conversation with your advisor.
