Forecast Worksheet:

Chris
Nicholas
(60)

Roth IUL Plan Starting at

$2,000 per month

You can contribute up to

$2,500 per month

/

$30,000 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 72):
$460,108

Lifetime Annual Income

(@ 72):
$48,360

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$300,343

-

Up to $660,343

Lifetime Forecast

Total contributions over

12 years:
$360,000

Annual tax-free income:

$48,360

Total tax-free revenue received over

23 years:
$1,112,280

Your survivor benefit at the age of

95

is:

$79,805

Summary

Money received from income stream:

$1,112,280

Survivor benefit paid to your beneficiaries:

+ $79,805

Total Received

= $1,192,085

Total Contributions

- $360,000

Lifetime Tax-Free Net Yield

$832,085

*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:

January 5, 2023

TP:

14590.66

Prepared by