Forecast Worksheet:

Jarret
Phillips
(44)

Roth IUL Plan Starting at

$500 per month

You can contribute up to

$1,000 per month

/

$12,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$499,648

Lifetime Annual Income

(@ 68):
$44,016

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$250,000

-

Up to $559,170

Lifetime Forecast

Total contributions over

24 years:
$288,000

Annual tax-free income:

$44,016

Total tax-free revenue received over

27 years:
$1,188,432

Your survivor benefit at the age of

95

is:

$63,404

Summary

Money received from income stream:

$1,188,432

Survivor benefit paid to your beneficiaries:

+ $63,404

Total Received

= $1,251,836

Total Contributions

- $288,000

Lifetime Tax-Free Net Yield

$963,836

*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:

April 26, 2024

TP:

5960.00

Prepared by