Forecast Worksheet:

Dajae Lanaux

Roth IUL Plan Starting at

$750 per month

You can contribute up to

$1,492 per month


$17,900 per year

Based on Max Funding - Illustrated Rate


Projected Accumulation

(@ 69):

Lifetime Annual Income

(@ 69):

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at



Up to $789,898

Lifetime Forecast

Total contributions over

18 years:

Annual tax-free income:


Total tax-free revenue received over

26 years:

Your survivor benefit at the age of





Money received from income stream:


Survivor benefit paid to your beneficiaries:

+ $208,254

Total Received

= $2,120,970

Total Contributions

- $322,200

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:

August 2, 2022



Prepared by