Forecast Worksheet:

Marcus
Williams
(37)

Roth IUL Plan Starting at

$300 per month

You can contribute up to

$750 per month

/

$9,000 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 68):
$911,125

Lifetime Annual Income

(@ 68):
$95,832

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$175,000

-

Up to $1,003,088

Lifetime Forecast

Total contributions over

31 years:
$279,000

Annual tax-free income:

$95,832

Total tax-free revenue received over

27 years:
$2,587,464

Your survivor benefit at the age of

95

is:

$146,324

Summary

Money received from income stream:

$2,587,464

Survivor benefit paid to your beneficiaries:

+ $146,324

Total Received

= $2,733,788

Total Contributions

- $279,000

Lifetime Tax-Free Net Yield

$2,454,788

*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 18, 2023

TP:

3131.00

Prepared by