Forecast Worksheet:

Joe
Mondaca
(50)

Roth IUL Plan Starting at

$200 per month

You can contribute up to

$350 per month

/

$4,200 per year

Based on Max Funding - Illustrated Rate

6%

Projected Accumulation

(@ 62):
$55,636

Lifetime Annual Income

(@ 62):
$5,304

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$50,497

-

Up to $100,897

Lifetime Forecast

Total contributions over

12 years:
$50,400

Annual tax-free income:

$5,304

Total tax-free revenue received over

33 years:
$175,032

Your survivor benefit at the age of

95

is:

$31,586

Summary

Money received from income stream:

$175,032

Survivor benefit paid to your beneficiaries:

+ $31,586

Total Received

= $206,618

Total Contributions

- $50,400

Lifetime Tax-Free Net Yield

$156,218

*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:

July 21, 2023

TP:

1607.00

Prepared by