What brings you to Stream?

We'll route you to the Stream built for your goals. No commitment, no contact info needed to see your estimate.

How old are you?

Age shapes how much time leverage has to work for you — and your minimum contribution.

45

1865

Where do you live?

Plan availability varies by state.

ZIP code

We only use this to check availability — no mail, ever.

How would you describe your health?

Just a general sense — no medical exam is required to see your estimate.

What's your household income?

The Stream Plan is designed for accredited investors. This helps us confirm your eligibility.

Good to know: accreditation can also be met with $1M+ in investable assets, or $300k joint income. Your advisor can walk you through it — keep going to see your estimate.

How much would you contribute each year?

You contribute for just 5 years — then the bank's leverage keeps working. Minimum $20,000/year.

$30,000

$20k$150k

Recommended for you

Your Stream, designed.

Here's what your plan could look like. Drag the slider to redesign it in real time.

You contribute

$150,000

over 5 years

Bank adds up to

$547,500

$3.65 per $1 of yours

Total plan funding

$697,500

working from day 1

Potential tax-free annual income in retirement

$62,000 – $89,000

projected from age 65, plus an estimated $1.5M death benefit for your loved ones*

Annual contribution $30,000

$20k$150k

Book a meeting instead

*Estimates are hypothetical illustrations only, based on your inputs and assumed index crediting of 6–8% with a 0% floor, and are not a guarantee of future performance, bank leverage, or policy approval. Actual plan design, leverage, minimums, and benefits are determined by carrier underwriting and bank participation. Premium financing involves additional risks when used with indexed life insurance policies. Please consult your tax and legal advisors.

Let's activate your design.

A licensed Stream advisor will finalize your plan with you — most enrollments start within 48 business hours.

You're on your way.

We've received your plan design. Our team is already on it and will be in touch within 48 business hours to finalize your enrollment. Keep an eye on your inbox — your Stream starts here.

Back to home