Forecast Worksheet:

Raymond
Beaman
(38)

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):
$474,119

Lifetime Annual Income

(@ 68):
$41,688

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$150,000

-

Up to $530,611

Lifetime Forecast

Total contributions over

30 years:
$216,000

Annual tax-free income:

$41,688

Total tax-free revenue received over

27 years:
$1,125,576

Your survivor benefit at the age of

95

is:

$60,563

Summary

Money received from income stream:

$1,125,576

Survivor benefit paid to your beneficiaries:

+ $60,563

Total Received

= $1,186,139

Total Contributions

- $216,000

Lifetime Tax-Free Net Yield

$970,139

*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:

2811.00

Prepared by