Forecast Worksheet:

Kresha
Burleso
(40)

Roth IUL Plan Starting at

$350 per month

You can contribute up to

$750 per month

/

$9,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 68):
$508,527

Lifetime Annual Income

(@ 68):
$46,296

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$250,000

-

Up to $568,699

Lifetime Forecast

Total contributions over

28 years:
$252,000

Annual tax-free income:

$46,296

Total tax-free revenue received over

27 years:
$1,249,992

Your survivor benefit at the age of

95

is:

$67,208

Summary

Money received from income stream:

$1,249,992

Survivor benefit paid to your beneficiaries:

+ $67,208

Total Received

= $1,317,200

Total Contributions

- $252,000

Lifetime Tax-Free Net Yield

$1,065,200

*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:

May 10, 2024

TP:

4255.00

Prepared by