Income projected out to 100 years old on a monthly basis. Income can be tax and penalty-free at any age through the Index Loan feature of an Indexed Universal Life insurance policy.

The content of this calculator is for educational purposes only and one should not construe any such information as investment, legal, tax or other advice. A custom-built life insurance policy can be designed according to the needs and wants of the individual. The MPI® Strategy is built upon the features and benefits of a maximized, funded Indexed Universal Life (IUL) insurance policy. Projections are derived from a state-approved illustration, assuming an average annual return of 6.30%, a 5% index loan rate, and compliance with Regulation AG-49. Additionally, the policy transitions from an increasing death benefit to a level benefit at the age when income begins. Income is projected out to 100 years old. MPI® Strategy results are estimated with five policy Jumps. Cost of insurance and policy expenses are taken from a state approved illustration and are based on a similarly aged male at a preferred-plus health rating. Actual results may vary based on gender, age, approved health rating, market returns, and other variables that could be more or less favorable than shown. This calculator is not a contract and a life insurance illustration compliant with the applicable insurance requirements of the state of issue will be provided upon application and approval. The approved IUL insurance policy will include the contract with all guarantees, features, and projected assumptions. Education provided on real estate, business expansion, and strategic partnership should not be considered financial advice and examples provided are from projects completed previously or standard industry’s averages. Past results do not guarantee future performance.