Forecast Worksheet:

Garcia III

Roth IUL Plan Starting at

$350 per month

You can contribute up to

$800 per month


$9,600 per year

Based on Max Funding - Illustrated Rate


Projected Accumulation

(@ 65):

Lifetime Annual Income

(@ 65):

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at



Up to $212,958

Lifetime Forecast

Total contributions over

11 years:

Annual tax-free income:


Total tax-free revenue received over

30 years:

Your survivor benefit at the age of





Money received from income stream:


Survivor benefit paid to your beneficiaries:

+ $36,682

Total Received

= $444,562

Total Contributions

- $105,600

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:

March 13, 2023



Prepared by