Forecast Worksheet:

Liam
Cronin
(0)

Roth IUL Plan Starting at

$50 per month

You can contribute up to

$200 per month

/

$2,400 per year

Based on Max Funding - Illustrated Rate

9%

Projected Accumulation

(@ 50):
$912,974

Lifetime Annual Income

(@ 50):
$105,756

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$72,601

-

Up to $1,743,780

Lifetime Forecast

Total contributions over

50 years:
$120,000

Annual tax-free income:

$105,756

Total tax-free revenue received over

45 years:
$4,759,020

Your survivor benefit at the age of

95

is:

$3,960,276

Summary

Money received from income stream:

$4,759,020

Survivor benefit paid to your beneficiaries:

+ $3,960,276

Total Received

= $8,719,296

Total Contributions

- $120,000

Lifetime Tax-Free Net Yield

$8,599,296

*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:

February 17, 2023

TP:

308.55

Prepared by