1051379-00001-00 Ed. 09/2021
The situation presented is hypothetical and not representative of any particular client.
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ
All guarantees and benefits of the insurance policy are backed by the claims-paying ability of the issuing insurance company.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.
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A financial professional can provide you with costs and complete details.
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Meet David and Kim
Pursuing Their Dreams
Putting a Foundation Under Their Dreams
Dreams Come True
Who's Your Rock?
David and Kim’s passion for travel was ignited when their son Brendon was invited to the international biology olympiad in England and they accompanied him on the trip. During their free time, they explored nearby Warwick Castle’s hidden rooms and medieval architecture. That was when they decided they’d like to spend as much time as possible in retirement traveling around the United Kingdom and Europe.
Married with a son and daughter in college, David and Kim could not be prouder of their children's accomplishments. With both children nearing graduation, David and Kim are looking forward to retirement and traveling.
David and Kim were contributing the maximum to their 401(k) plans and had emergency savings. They were still helping to pay
for their children's educations, and they had promised to help them out financially after they graduated. Now, they had a dream of traveling in retirement. They just didn’t see how they could make it all work.
David and Kim knew that Simon was the right person to turn to now. When they discussed their goals with him, he recommended that they each get a permanent life insurance policy from Prudential—one with the potential to build cash value. He explained that these policies would give them the coverage they needed to protect their children and leave a reliable legacy. In addition, David and Kim can access any cash value that builds within the policy over time as a supplemental source of income in retirement, which they can use for anything they like, including travel expenses.
David and Kim contacted their longtime financial professional, Simon, to discuss their goals. Simon had been working with the couple for more than 20 years. He has been there for every important financial decision the couple has made.
Now retired, David and Kim are living the life they dreamed of. Thanks to their trusted financial professional, they feel more confident that their son and daughter are protected and they
can fulfill their dreams of travel. Next on David and Kim’s
travel itinerary is a tour of Italy’s vineyards.
Contact your financial professional
today to get the life insurance
protection you need.
Financing Their Dreams