Forecast Worksheet:

Mercy
Bryant
(42)

Roth IUL Plan Starting at

$500 per month

You can contribute up to

$1,000 per month

/

$12,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$584,783

Lifetime Annual Income

(@ 68):
$53,220

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$325,000

-

Up to $653,962

Lifetime Forecast

Total contributions over

26 years:
$312,000

Annual tax-free income:

$53,220

Total tax-free revenue received over

27 years:
$1,436,940

Your survivor benefit at the age of

95

is:

$77,129

Summary

Money received from income stream:

$1,436,940

Survivor benefit paid to your beneficiaries:

+ $77,129

Total Received

= $1,514,069

Total Contributions

- $312,000

Lifetime Tax-Free Net Yield

$1,202,069

*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:

6003.00

Prepared by