Forecast Worksheet:

Moniqua
Showers
(44)

Roth IUL Plan Starting at

$2,000 per month

You can contribute up to

$3,309 per month

/

$39,709 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 68):
$1,797,695

Lifetime Annual Income

(@ 68):
$155,766

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$700,000

-

Up to $2,693,018

Lifetime Forecast

Total contributions over

23 years:
$913,307

Annual tax-free income:

$278,298

Total tax-free revenue received over

27 years:
$7,514,046

Your survivor benefit at the age of

95

is:

$795,316

Summary

Money received from income stream:

$7,514,046

Survivor benefit paid to your beneficiaries:

+ $795,316

Total Received

= $8,309,362

Total Contributions

- $913,307

Lifetime Tax-Free Net Yield

$7,396,055

*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:

July 28, 2022

TP:

15167.60

Prepared by