Loan Analysis:
TBD Policy
TBD
1 $1,350,000 6.60% $89,100 -$89,100 $0 $0 $1,350,000 $1,350,000 $750,132 $16,224,882 $14,874,882 $674,881 2 $1,350,000 5.30% $143,100 -$143,100 $0 $0 $2,700,000 $1,350,000 $2,070,447 $17,529,897 $14,829,897 $836,598 3 $1,350,000 5.30% $214,650 -$214,650 $0 $0 $4,050,000 $1,350,000 $3,475,610 $18,919,760 $14,869,760 $921,951 4 $1,350,000 5.39% $291,060 -$291,060 $0 $0 $5,400,000 $1,350,000 $4,971,474 $20,400,504 $15,000,504 $925,673 5 $1,350,000 5.49% $370,575 -$370,575 $0 $0 $6,750,000 $1,350,000 $6,567,052 $21,981,052 $15,231,052 $511,301 6 $1,350,000 5.60% $453,600 -$453,600 $0 $0 $8,100,000 $1,350,000 $8,270,191 $23,669,251 $15,569,251 $243,319 7 $1,350,000 5.70% $538,650 -$538,650 $0 $0 $9,450,000 $1,350,000 $10,088,449 $25,472,839 $16,022,839 $0 8 $1,350,000 5.78% $624,240 -$624,240 $0 $0 $10,800,000 $1,350,000 $12,079,735 $27,400,045 $16,600,045 $0 9 $1,350,000 5.84% $709,560 -$709,560 $0 $0 $12,150,000 $1,350,000 $14,203,227 $29,459,457 $17,309,457 $0 10 $1,350,000 5.90% $796,500 -$796,500 $0 $0 $13,500,000 $1,350,000 $16,526,070 $31,718,220 $18,218,220 $0 11 $0 5.94% $801,900 -$801,900 $0 $0 $13,500,000 $0 $17,617,298 $32,745,368 $19,245,368 $0 12 $0 5.97% $805,950 -$805,950 $0 $0 $13,500,000 $0 $18,777,270 $33,841,260 $20,341,260 $0 13 -$13,500,000 0.00% $0 $0 $0 $0 $0 -$13,500,000 $5,762,351 $18,762,351 $18,762,351 $0 14 $0 0.00% $0 $0 $0 $0 $0 $0 $6,218,138 $19,218,138 $19,218,138 $0 15 $0 0.00% $0 $0 $0 $0 $0 $0 $6,711,283 $19,711,283 $19,711,283 $0 16 $0 0.00% $0 $0 $0 $0 $0 $0 $7,301,384 $20,301,384 $20,301,384 $0 17 $0 0.00% $0 $0 $0 $0 $0 $0 $7,928,387 $20,928,387 $20,928,387 $0 18 $0 0.00% $0 $0 $0 $0 $0 $0 $8,593,954 $21,593,954 $21,593,954 $0 19 $0 0.00% $0 $0 $0 $0 $0 $0 $9,299,875 $22,299,875 $22,299,875 $0 20 $0 0.00% $0 $0 $0 $0 $0 $0 $10,047,642 $23,047,642 $23,047,642 $0 21 $0 0.00% $0 $0 $0 $0 $0 $0 $10,875,920 $21,375,920 $21,375,920 $0 22 $0 0.00% $0 $0 $0 $0 $0 $0 $11,755,755 $22,255,755 $22,255,755 $0 23 $0 0.00% $0 $0 $0 $0 $0 $0 $12,689,630 $23,189,630 $23,189,630 $0 Gender / Class: Gender / Class: Illustrated Rate: 6.10% Male, PPNT Interest Accrued End of Year Loan Premium/ Cash Flow Cash Sur Value Death Benefit Additional Paid
Type:
Carrier:
Name:
Policy
IUL Insurance
Loan Interest Rate Interest Due Interest Paid Projected Loan Scenario for Financed Policy: Year Premium Borrowed Insureds Name(s):
Insureds Ages:
Projected Life Policy Details: Net Death Benefit Collateral Needed
Valued Client
55
Insureds Name(s): Projected Loan Scenario for Financed Policy: Projected Life Policy Details:
Ages: Valued Client 55
Hypothetical and for Illustrative purposes only. Actual results will vary. Please consult your tax and legal advisor regarding all matters of tax and legal nature.
24 $0 0.00% $0 $0 $0 $0 $0 $0 $13,679,114 $24,179,114 $24,179,114 $0 25 $0 0.00% $0 $0 $0 $0 $0 $583,889 $14,106,987 $24,606,987 $24,606,987 $0 26 $0 0.00% $0 $0 $0 $0 $0 $583,889 $14,553,585 $25,053,585 $25,053,585 $0 27 $0 0.00% $0 $0 $0 $0 $0 $583,889 $15,022,775 $25,522,775 $25,522,775 $0 28 $0 0.00% $0 $0 $0 $0 $0 $583,889 $15,511,644 $26,011,644 $26,011,644 $0 29 $0 0.00% $0 $0 $0 $0 $0 $583,889 $16,131,791 $23,631,791 $23,631,791 $0 30 $0 0.00% $0 $0 $0 $0 $0 $583,889 $16,780,390 $24,280,390 $24,280,390 $0 31 $0 0.00% $0 $0 $0 $0 $0 $583,889 $17,449,952 $24,949,952 $24,949,952 $0 32 $0 0.00% $0 $0 $0 $0 $0 $583,889 $18,140,138 $25,640,138 $25,640,138 $0 33 $0 0.00% $0 $0 $0 $0 $0 $583,889 $18,843,982 $26,343,982 $26,343,982 $0 34 $0 0.00% $0 $0 $0 $0 $0 $583,889 $19,547,118 $27,047,118 $27,047,118 $0 35 $0 0.00% $0 $0 $0 $0 $0 $0 $21,140,029 $25,640,029 $25,640,029 $0 36 $0 0.00% $0 $0 $0 $0 $0 $0 $22,805,756 $27,305,756 $27,305,756 $0 37 $0 0.00% $0 $0 $0 $0 $0 $0 $24,539,119 $29,039,119 $29,039,119 $0 38 $0 0.00% $0 $0 $0 $0 $0 $0 $26,336,084 $30,836,084 $30,836,084 $0 39 $0 0.00% $0 $0 $0 $0 $0 $0 $28,196,021 $32,696,021 $32,696,021 $0 40 $0 0.00% $0 $0 $0 $0 $0 $0 $30,122,327 $34,622,327 $34,622,327 $0 41 $0 0.00% $0 $0 $0 $0 $0 $0 $32,112,997 $36,612,997 $36,612,997 $0 42 $0 0.00% $0 $0 $0 $0 $0 $0 $34,168,890 $38,668,890 $38,668,890 $0 43 $0 0.00% $0 $0 $0 $0 $0 $0 $36,281,652 $40,781,652 $40,781,652 $0 44 $0 0.00% $0 $0 $0 $0 $0 $0 $38,412,566 $42,912,566 $42,912,566 $0 Totals $5,838,885 $5,838,885
Year Premium Borrowed Loan Interest Rate Interest Due Interest Paid Additional Paid Interest Accrued End of Year Loan Premium/ Cash Flow Cash Sur Value Death Benefit Net Death Benefit Collateral Needed
Policy Name: TBD TBD IUL 6.10% Gender
Class: Gender / Class:
Illustrated Rate: Insureds
Policy
/
Male, PPNT
Type: Insurance Carrier: Loan Analysis: