Forecast Worksheet:

Matthew Mrs

Roth IUL Plan Starting at

$250 per month

You can contribute up to

$850 per month


$10,200 per year

Based on Max Funding - Illustrated Rate


Projected Accumulation

(@ 70):

Lifetime Annual Income

(@ 70):

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at



Up to $413,666

Lifetime Forecast

Total contributions over

19 years:

Annual tax-free income:


Total tax-free revenue received over

25 years:

Your survivor benefit at the age of





Money received from income stream:


Survivor benefit paid to your beneficiaries:

+ $85,706

Total Received

= $1,034,606

Total Contributions

- $193,800

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:

May 15, 2023



Prepared by