Forecast Worksheet:

Kelly
Bonita
(49)

Roth IUL Plan Starting at

$150 per month

You can contribute up to

$350 per month

/

$4,200 per year

Based on Max Funding - Illustrated Rate

9%

Projected Accumulation

(@ 67):
$128,613

Lifetime Annual Income

(@ 67):
$13,524

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$53,680

-

Up to $142,826

Lifetime Forecast

Total contributions over

18 years:
$75,600

Annual tax-free income:

$13,524

Total tax-free revenue received over

28 years:
$378,672

Your survivor benefit at the age of

95

is:

$39,355

Summary

Money received from income stream:

$378,672

Survivor benefit paid to your beneficiaries:

+ $39,355

Total Received

= $418,027

Total Contributions

- $75,600

Lifetime Tax-Free Net Yield

$342,427

*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 1, 2023

TP:

1366.69

Prepared by