Forecast Worksheet:

St Clair

Roth IUL Plan Starting at

$400 per month

You can contribute up to

$1,000 per month


$12,000 per year

Based on Max Funding - Illustrated Rate


Projected Accumulation

(@ 62):

Lifetime Annual Income

(@ 62):

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at



Up to $572,485

Lifetime Forecast

Total contributions over

20 years:

Annual tax-free income:


Total tax-free revenue received over

33 years:

Your survivor benefit at the age of





Money received from income stream:


Survivor benefit paid to your beneficiaries:

+ $298,747

Total Received

= $2,007,883

Total Contributions

- $240,000

Lifetime Tax-Free Net Yield


*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



Prepared by