1Benefit Plan Dashboard v1.00 - J Ponte.xlsm
Numeric Summary
Valued Client, Male, 40 Non-Smoker $700,000 Initial ## PruLife ® Founders Plus Indexed UL Type A (Fixed) Death Benefit Cash Value Accumulation Initial Annual Premium Outlay $10,372.00
Numeric Summary
Initial Payment Allocations @
Guaranteed Interest Rate @
Midpoint Interest Rate @
Initial Non-Guaranteed Illustrated Interest Rate @
Fixed Account
0%
1.00% 0.00% 0.00%/ 0.00%
2.33% 2.55% 1.39%/ 0.60%
3.65% 5.10% 2.77%/ 1.20%
S&P 500 ® Indexed Account
100%
Goldman Sachs Voyager Indexed Account with
0%
Daily Interest Advantage
Initial Matured Index Segment Allocation @
Renew
Guaranteed Results Based on
Non-Guaranteed Results Based on
Initial Non-Guaranteed Illustrated Interest Rates @ and Current Charges
Guaranteed Interest Rates @ and Maximum Charges
Midpoint Interest Rate and Midpoint Charges
Annual Premium Outlay
Surrender Value
Death Benefit
Surrender Value
Death Benefit
Surrender Value
Death Benefit
Year
Age
5
44 49 59 65 70 85 90
10,372 10,372 10,372 10,372
12,196 40,501 87,272 112,321 100,929
700,000< 700,000< 700,000< 700,000< 627,000< 627,000< 627,000<
18,500 57,477 140,964 194,152 215,243 83,387
700,000 < 700,000 < 700,000 < 700,000 < 627,000 < 627,000 < 627,000 <
26,387 81,644 235,709 362,976 479,870
700,000< 700,000< 700,000< 700,000< 652,624< 1,179,533 < 1,403,726 < 5,325,175
10 20 26 31 46 51 81
7,840 7,840 7,840
0 0
1,043,835 1,299,746 5,272,450
0
120
0 &
Coverage will end in year
57
57
N/A
F
## 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. 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.
Signatures
Acknowledgement of Receiving this Illustration
I (we) have received a copy of this illustration and understand that any non-guaranteed elements illustrated are subject to change and could be either higher or lower. The agent or broker has told me (us) they are not guaranteed. I understand that if I am not satisfied with any aspect of this Life Insurance policy, I may return it within the time period stated in the “Right to Cancel” provision located on the face page of the policy, and receive a refund of the money that I have paid.
Applicant/Owner's Signature <^customer_signature>
Date <^customer_signature_date>
<^customer_signature_details>
Applicant/Owner's Signature
Date
I certify that this illustration has been presented to the Applicant(s) and that I have explained that any non-guaranteed elements illustrated are subject to change. I have made no statements that are inconsistent with the illustration.
Representative's Signature <^agent_signature>
Date <^agent_signature_date>
<^agent_signature_details>
THIS ILLUSTRATION IS NOT VALID WITHOUT ALL PAGES. ILLUSTRATION ID - 998991155502882 PLI Version 90.00 (MI) August 03, 2023 02:01 PM
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