Forecast Worksheet:

Darrice
Griffin
(37)

Roth IUL Plan Starting at

$500 per month

You can contribute up to

$2,500 per month

/

$30,000 per year

Based on Max Funding - Illustrated Rate

9%

Projected Accumulation

(@ 67):
$2,712,056

Lifetime Annual Income

(@ 67):
$316,056

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$511,473

-

Up to $3,227,346

Lifetime Forecast

Total contributions over

30 years:
$900,000

Annual tax-free income:

$316,056

Total tax-free revenue received over

28 years:
$8,849,568

Your survivor benefit at the age of

95

is:

$943,245

Summary

Money received from income stream:

$8,849,568

Survivor benefit paid to your beneficiaries:

+ $943,245

Total Received

= $9,792,813

Total Contributions

- $900,000

Lifetime Tax-Free Net Yield

$8,892,813

*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:

March 16, 2023

TP:

7447.00

Prepared by