Forecast Worksheet:

Tiffany
Lee
(28)

Roth IUL Plan Starting at

$250 per month

You can contribute up to

$500 per month

/

$6,000 per year

Based on Max Funding - Illustrated Rate

7%

Projected Accumulation

(@ 63):
$551,747

Lifetime Annual Income

(@ 63):
$50,712

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at

$200,000

-

Up to $658,788

Lifetime Forecast

Total contributions over

35 years:
$210,000

Annual tax-free income:

$50,712

Total tax-free revenue received over

32 years:
$1,622,784

Your survivor benefit at the age of

95

is:

$186,316

Summary

Money received from income stream:

$1,622,784

Survivor benefit paid to your beneficiaries:

+ $186,316

Total Received

= $1,809,100

Total Contributions

- $210,000

Lifetime Tax-Free Net Yield

$1,599,100

*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 17, 2024

TP:

2154.00

Prepared by