Forecast Worksheet:

Gabriel
Martinez
(19)

Roth IUL Plan Starting at

$100 per month

You can contribute up to

$500 per month

/

$6,000 per year

Based on Max Funding - Illustrated Rate

6%

Projected Accumulation

(@ 50):
$484,770

Lifetime Annual Income

(@ 50):
$49,260

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$125,895

-

Up to $873,218

Lifetime Forecast

Total contributions over

31 years:
$186,000

Annual tax-free income:

$49,260

Total tax-free revenue received over

45 years:
$2,216,700

Your survivor benefit at the age of

95

is:

$2,140,903

Summary

Money received from income stream:

$2,216,700

Survivor benefit paid to your beneficiaries:

+ $2,140,903

Total Received

= $4,357,603

Total Contributions

- $186,000

Lifetime Tax-Free Net Yield

$4,171,603

*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:

September 11, 2023

TP:

903.00

Prepared by