Forecast Worksheet:

Crista
Wells
(51)

Roth IUL Plan Starting at

$600 per month

You can contribute up to

$1,300 per month

/

$15,600 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 66):
$315,808

Lifetime Annual Income

(@ 66):
$30,876

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$195,903

-

Up to $429,903

Lifetime Forecast

Total contributions over

15 years:
$234,000

Annual tax-free income:

$30,876

Total tax-free revenue received over

29 years:
$895,404

Your survivor benefit at the age of

95

is:

$83,904

Summary

Money received from income stream:

$895,404

Survivor benefit paid to your beneficiaries:

+ $83,904

Total Received

= $979,308

Total Contributions

- $234,000

Lifetime Tax-Free Net Yield

$745,308

*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 27, 2023

TP:

5481.00

Prepared by