Forecast Worksheet:

Lauren
Loyless
(29)

Roth IUL Plan Starting at

$500 per month

You can contribute up to

$1,100 per month

/

$13,200 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 62):
$761,251

Lifetime Annual Income

(@ 62):
$76,296

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$425,000

-

Up to $922,171

Lifetime Forecast

Total contributions over

33 years:
$435,600

Annual tax-free income:

$76,296

Total tax-free revenue received over

33 years:
$2,517,768

Your survivor benefit at the age of

95

is:

$488,847

Summary

Money received from income stream:

$2,517,768

Survivor benefit paid to your beneficiaries:

+ $488,847

Total Received

= $3,006,615

Total Contributions

- $435,600

Lifetime Tax-Free Net Yield

$2,571,015

*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 4, 2023

TP:

4635.00

Prepared by