Whole Life Insurance Can Meet Multiple Needs – See How!

In this case study, Dr. Siesta needs death benefit protection for his family and supplemental income in retirement. Instead of investing $50,000 per year in a municipal bond fund, he decides to take a diversified approach — contributing $25,000 into the bond fund, and using $25,000 to purchase a MassMutual Whole Life 65 policy.

Click below to see how Dr. Siesta and his family receive more than $1.9 million in total tax-free benefits, assuming his death at age 80.