1Benefit Plan Dashboard v1.00 - J Ponte.xlsm
Valued Client, Male, 40 Preferred Non-Tobacco $700,000 Initial ## PruLife ® Founders Plus Indexed UL Type A (Fixed) Death Benefit Cash Value Accumulation Initial Annual Premium Outlay $11,000.00
Alternate Values
Guaranteed Results Based on Non-Guaranteed Results Based on Non-Guaranteed Results Based on
Initial Non-Guaranteed Illustrated Interest Rates @ and Current Charges
Guaranteed Interest Rates @ and Maximum Charges
Alternate Interest Rates @ and Current Charges
Annual Premium Outlay
Annual = Contract Outlay
Surrender Value
Death Benefit
Surrender Value
Death Benefit
Surrender Value
Death Benefit
Year
Age
- Withdrawa l
21 60 22 61 23 62 24 63 25 64 26 65 27 66 28 67 29 68 30 69 31 70 32 71 33 72 34 73 35 74 36 75 37 76 38 77 39 78 40 79 41 80 42 81 43 82 44 83 45 84 46 85 47 86 48 87 49 88 50 89
11,000 11,000 11,000 11,000 11,000 11,000 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
11,000 11,000 11,000 11,000 11,000 11,000 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284 10,284
125,840 132,199 138,242 143,913 149,169 153,966 END 0£
700,000< 700,000< 700,000< 700,000< 700,000< 700,000<
207,528 219,374 231,274 243,182 255,060 266,944 115,774 124,109 132,330 140,306 148,209 156,018 163,565 170,780 177,620 183,919 189,621 194,597 198,668 201,767 203,478 204,141 203,101 199,981 194,231 185,145 171,760 152,786 126,558 90,799
700,000< 700,000< 700,000< 700,000< 700,000< 700,000< 550,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000< 500,000<
303,660 327,654 352,799 379,143 406,747 435,736 298,133 321,240 345,565 371,167 398,054 426,156 455,466 486,022 517,875 551,036 585,442 621,246 658,302 696,881 736,702 778,354 821,425 865,929 911,862 959,234
700,000< 700,000< 700,000< 700,000< 700,000< 700,000< 550,000< 500,000< 500,000< 512,210< 541,353< 571,049< 601,216< 631,828< 662,880< 694,306< 731,803< 764,133< 803,129< 836,257< 876,676< 910,674< 952,853< 995,818< 1,039,523 < 1,083,935 < 1,129,030 < 1,174,819 < 1,221,387 < 1,268,893 <
0 & 150,000
-150,000&
END 0£
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total
$316,852
$166,852
Total
$419,692
$269,692
1,008,063 1,058,395 1,110,352 1,164,122
Total
$522,532
$372,532
## See the Coverage Changes section. @ Refer to About the Interest Rates section for information about the interest rates and allocations used in this illustration. < Indicates the No-Lapse Guarantee will provide a guarantee against lapse for the entire policy year. Please refer to the Additional Information section for terms and conditions. & Policy values are used to pay monthly charges, which continue to be deducted from the Contract Fund. Additional premiums may be necessary if results are less favorable than shown. ‡ The policy ends and coverage ceases because the Cash Value is not greater than zero and the No-Lapse Guarantee is not in effect. You will have taxable income under the policy if the policy ends with an outstanding loan in excess of cost basis. Please refer to the Additional Information section. £ The assumed distribution cannot be made under the illustrated interest rate and charges. Therefore, under this scenario either no distribution or only a partial distribution is available and the policy is assumed to end. You will have taxable income under the policy if the policy ends with an outstanding loan in excess of cost basis. Please refer to the Additional Information section. Results labeled as non-guaranteed are not guaranteed. They are based on assumptions that are not likely to continue unchanged in future years and are subject to change by the insurer. Actual results may be higher or lower.
THIS ILLUSTRATION IS NOT VALID WITHOUT ALL PAGES. ILLUSTRATION ID - 992258343861533 PLI Version 90.00 (MI) August 03, 2023 12:09 PM
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