Forecast Worksheet:

Crystal
Hutchison
(43)

Roth IUL Plan Starting at

$1,000 per month

You can contribute up to

$2,000 per month

/

$24,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 55):
$355,591

Lifetime Annual Income

(@ 55):
$34,980

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$361,019

-

Up to $649,019

Lifetime Forecast

Total contributions over

12 years:
$288,000

Annual tax-free income:

$34,980

Total tax-free revenue received over

40 years:
$1,399,200

Your survivor benefit at the age of

95

is:

$742,986

Summary

Money received from income stream:

$1,399,200

Survivor benefit paid to your beneficiaries:

+ $742,986

Total Received

= $2,142,186

Total Contributions

- $288,000

Lifetime Tax-Free Net Yield

$1,854,186

*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:

November 10, 2023

TP:

6928.00

Prepared by