End of meeting
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Jamal Chambers
Licensed Life Insurance Professional
(555) 555-0123 · jamal@firstclassinsurance.com
Retirement income comparison
Age 40 to 65 · $800 per month · $50,000 current balance · 24% assumed retirement tax rate
Estimated total advantage
$347,263
plus $248,221 in death benefit, over 25 years of retirement income.
| Metric | 401(k) / IRA | Structured IUL |
|---|---|---|
| Projected value at retirement | $710,764 | $709,204 |
| Annual retirement income | $47,933 | $50,320 |
| Annual income tax | $11,504 | $0 |
| Net spendable income | $36,429 | $50,320 |
| Lifetime taxes paid (25 yrs) | $287,599 | $0 |
| Death benefit to family | $0 | $248,221 |
This is a hypothetical illustration for educational purposes only, not a guarantee of future performance. Actual results vary by carrier, policy structure, and market performance. Consult a licensed professional for a personalized illustration.