Forecast Worksheet:

Natalie
Mcbride
(41)

Roth IUL Plan Starting at

$150 per month

You can contribute up to

$600 per month

/

$7,200 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 70):
$490,157

Lifetime Annual Income

(@ 70):
$52,764

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$104,786

-

Up to $530,238

Lifetime Forecast

Total contributions over

29 years:
$208,800

Annual tax-free income:

$52,764

Total tax-free revenue received over

25 years:
$1,319,100

Your survivor benefit at the age of

95

is:

$108,774

Summary

Money received from income stream:

$1,319,100

Survivor benefit paid to your beneficiaries:

+ $108,774

Total Received

= $1,427,874

Total Contributions

- $208,800

Lifetime Tax-Free Net Yield

$1,219,074

*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:

January 4, 2023

TP:

2087.00

Prepared by