Forecast Worksheet:

Kristine
Glaze
(39)

Roth IUL Plan Starting at

$250 per month

You can contribute up to

$600 per month

/

$7,200 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$453,037

Lifetime Annual Income

(@ 68):
$44,520

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$175,000

-

Up to $506,112

Lifetime Forecast

Total contributions over

29 years:
$208,800

Annual tax-free income:

$44,520

Total tax-free revenue received over

27 years:
$1,202,040

Your survivor benefit at the age of

95

is:

$82,649

Summary

Money received from income stream:

$1,202,040

Survivor benefit paid to your beneficiaries:

+ $82,649

Total Received

= $1,284,689

Total Contributions

- $208,800

Lifetime Tax-Free Net Yield

$1,075,889

*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 24, 2023

TP:

2853.00

Prepared by