Forecast Worksheet:
Roth IUL Plan Starting at
You can contribute up to
/
Based on Max Funding - Illustrated Rate
Projected Accumulation
Lifetime Annual Income
Survivor Benefit - Paid to Beneficiaries Upon Death
(Survivor benefit can be accelerated if needed for critical illness)
Starting at
-
Lifetime Forecast
Total contributions over
Annual tax-free income:
Total tax-free revenue received over
Your survivor benefit at the age of
is:
Summary
Money received from income stream:
Survivor benefit paid to your beneficiaries:
Total Received
Total Contributions
Lifetime Tax-Free Net Yield
*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:
TP:
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