Forecast Worksheet:

Michael
Catalano
(48)

Roth IUL Plan Starting at

$750 per month

You can contribute up to

$1,500 per month

/

$18,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$547,311

Lifetime Annual Income

(@ 68):
$48,096

Survivor Benefit - Paid to Beneficiaries Upon Death

(Survivor benefit can be accelerated if needed for critical illness)

Starting at

$300,000

-

Up to $660,000

Lifetime Forecast

Total contributions over

20 years:
$360,000

Annual tax-free income:

$48,096

Total tax-free revenue received over

27 years:
$1,298,592

Your survivor benefit at the age of

95

is:

$69,450

Summary

Money received from income stream:

$1,298,592

Survivor benefit paid to your beneficiaries:

+ $69,450

Total Received

= $1,368,042

Total Contributions

- $360,000

Lifetime Tax-Free Net Yield

$1,008,042

*All figures are projected and not guaranteed, are based on approval, a full illustration of benefits will be provided at that time.
*Applicant can stop contributions before/after projected age which will affect change amounts accordingly. Projections are based on max-funding.

Forecast Date:

May 14, 2024

TP:

8691.00

Prepared by