Forecast Worksheet:

Mercy
Bryant
(42)

Roth IUL Plan Starting at

$400 per month

You can contribute up to

$800 per month

/

$9,600 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$469,191

Lifetime Annual Income

(@ 68):
$42,672

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$250,000

-

Up to $524,723

Lifetime Forecast

Total contributions over

26 years:
$249,600

Annual tax-free income:

$42,672

Total tax-free revenue received over

27 years:
$1,152,144

Your survivor benefit at the age of

95

is:

$61,859

Summary

Money received from income stream:

$1,152,144

Survivor benefit paid to your beneficiaries:

+ $61,859

Total Received

= $1,214,003

Total Contributions

- $249,600

Lifetime Tax-Free Net Yield

$964,403

*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:

April 24, 2024

TP:

4618.00

Prepared by