Forecast Worksheet:

Leticia
Gonzalez
(33)

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

(@ 63):
$666,931

Lifetime Annual Income

(@ 63):
$60,732

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$200,000

-

Up to $717,718

Lifetime Forecast

Total contributions over

30 years:
$216,000

Annual tax-free income:

$60,732

Total tax-free revenue received over

32 years:
$1,943,424

Your survivor benefit at the age of

95

is:

$888,111

Summary

Money received from income stream:

$1,943,424

Survivor benefit paid to your beneficiaries:

+ $888,111

Total Received

= $2,831,535

Total Contributions

- $216,000

Lifetime Tax-Free Net Yield

$2,615,535

*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 16, 2024

TP:

2530.00

Prepared by