Forecast Worksheet:

Michael
Catalano
(48)

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):
$363,360

Lifetime Annual Income

(@ 68):
$31,884

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$200,000

-

Up to $440,000

Lifetime Forecast

Total contributions over

20 years:
$240,000

Annual tax-free income:

$31,884

Total tax-free revenue received over

27 years:
$860,868

Your survivor benefit at the age of

95

is:

$45,994

Summary

Money received from income stream:

$860,868

Survivor benefit paid to your beneficiaries:

+ $45,994

Total Received

= $906,862

Total Contributions

- $240,000

Lifetime Tax-Free Net Yield

$666,862

*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 13, 2024

TP:

5794.00

Prepared by