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Sunshine Financial Solutions | Insurance, Retirement, College Funding and Business Solutions
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment

Sample Illustrations

Sample illustrations including Whole Life as a retirement supplement, college funding vehicle and more. You can also find a sample Disability Insurance illustration as well. These sample ledgers below are for educational purposes for agents of Sunshine Financial Solutions of South Florida only and are not to be used in sales presentations with the general public or shared with individuals that are not with our agency. If you need an illustration ran for your client, please contact Ali to arrange for one to be provided to you.​
Sample retirement ledger: Female age 50
File Size: 1784 kb
File Type: sample retirement ledger-female age 50
Download File

Sample Disability Insurance Ledger: Male age 38 4M
File Size: 490 kb
File Type: pdf
Download File

Picture

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Location

7000 W Palmetto Park Rd.
Ste 210
Boca Raton, FL 33433

Phone: 561-609-2251
[email protected]
© 2024 Sunshine Financial Solutions of South Florida, Inc.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, member FINRA SIPC. Sunshine Financial Solutions of South Florida, Inc. is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individual tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, or Sunshine Financial Solutions of South Florida, Inc. provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company.
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment