Forecast Worksheet:

Morgan
DesOrmeaux
(25)

Roth IUL Plan Starting at

$200 per month

You can contribute up to

$500 per month

/

$6,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 50):
$300,756

Lifetime Annual Income

(@ 50):
$28,620

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$150,000

-

Up to $527,790

Lifetime Forecast

Total contributions over

25 years:
$150,000

Annual tax-free income:

$28,620

Total tax-free revenue received over

45 years:
$1,287,900

Your survivor benefit at the age of

95

is:

$868,525

Summary

Money received from income stream:

$1,287,900

Survivor benefit paid to your beneficiaries:

+ $868,525

Total Received

= $2,156,425

Total Contributions

- $150,000

Lifetime Tax-Free Net Yield

$2,006,425

*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:

September 5, 2023

TP:

1670.00

Prepared by