Forecast Worksheet:

First Name
Last Name

Roth IUL Plan Starting at

$150 per month

You can contribute up to

$1,667 per month


$20,000 per year

Based on Max Funding - Illustrated Rate


Projected Accumulation

(@ 65):

Lifetime Annual Income

(@ 65):

Survivor Benefit - Paid to Beneficiaries Upon Death

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

Starting at



Up to $1,000

Lifetime Forecast

Total contributions over

35 years:

Annual tax-free income:


Total tax-free revenue received over

30 years:

Your survivor benefit at the age of





Money received from income stream:


Survivor benefit paid to your beneficiaries:

+ $1,000

Total Received

= $1,801,000

Total Contributions

- $700,000

Lifetime Tax-Free Net Yield


*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:

October 18, 2022



Prepared by