Forecast Worksheet:

Melvin
Borden
(51)

Roth IUL Plan Starting at

$800 per month

You can contribute up to

$1,700 per month

/

$20,400 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 70):
$727,162

Lifetime Annual Income

(@ 70):
$77,004

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$240,870

-

Up to $158,027

Lifetime Forecast

Total contributions over

19 years:
$387,600

Annual tax-free income:

$77,004

Total tax-free revenue received over

25 years:
$1,925,100

Your survivor benefit at the age of

95

is:

$158,027

Summary

Money received from income stream:

$1,925,100

Survivor benefit paid to your beneficiaries:

+ $158,027

Total Received

= $2,083,127

Total Contributions

- $387,600

Lifetime Tax-Free Net Yield

$1,695,527

*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:

December 20, 2022

TP:

7825.87

Prepared by