Forecast Worksheet:

Jesse
Garcia
(47)

Roth IUL Plan Starting at

$250 per month

You can contribute up to

$500 per month

/

$6,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 62):
$115,622

Lifetime Annual Income

(@ 62):
$11,376

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$82,085

-

Up to $166,085

Lifetime Forecast

Total contributions over

15 years:
$90,000

Annual tax-free income:

$11,376

Total tax-free revenue received over

33 years:
$375,408

Your survivor benefit at the age of

95

is:

$67,689

Summary

Money received from income stream:

$375,408

Survivor benefit paid to your beneficiaries:

+ $67,689

Total Received

= $443,097

Total Contributions

- $90,000

Lifetime Tax-Free Net Yield

$353,097

*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:

May 16, 2023

TP:

2095.38

Prepared by