Forecast Worksheet:

Tristan
Cline
(26)

Roth IUL Plan Starting at

$350 per month

You can contribute up to

$750 per month

/

$9,000 per year

Based on Max Funding - Illustrated Rate

8%

Projected Accumulation

(@ 68):
$2,055,407

Lifetime Annual Income

(@ 68):
$216,612

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$350,000

-

Up to $2,262,708

Lifetime Forecast

Total contributions over

42 years:
$378,000

Annual tax-free income:

$216,612

Total tax-free revenue received over

27 years:
$5,848,524

Your survivor benefit at the age of

95

is:

$330,868

Summary

Money received from income stream:

$5,848,524

Survivor benefit paid to your beneficiaries:

+ $330,868

Total Received

= $6,179,392

Total Contributions

- $378,000

Lifetime Tax-Free Net Yield

$5,801,392

*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:

February 15, 2023

TP:

4074.00

Prepared by