Advisor: Angel Burgos (0215 / G328926)•(386) 333-1482

Interactive Retirement & Wealth Simulator

Indexed Universal Life (IUL) Growth Engine

Simulate how market index participation, the guaranteed 0% floor, and IRS Section 7702 tax-free loans compound your retirement nest egg.

Projected Tax-Free Income

$42,082 / yr

from age 65 to 90+

Your Plan Inputs

Current Age35 yrs

Target Retirement Age65 yrs

Monthly Contribution$500/mo

Annual: $6,000/year

Assumed Index Return7.0%

Based on historical S&P 500 index segments with cap & 0% floor.

Simulate -30% Market Crash0% Floor Test

See how the IUL guaranteed 0% floor locks in wealth while the taxable brokerage drops.

Projected Cash Value Accumulation

Comparing IUL with 0% Downside Floor vs. Volatile Taxable Brokerage

IUL Cash Value Taxable Account

Total Invested

$180,000

over 30 years

Lifetime Tax-Free Income

$1,052,050

From age 65 to 90

Family Death & Living Benefit

$866,390

Tax-free inheritance protection

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*Illustrations are hypothetical models based on assumed index performance cap rates and IRS Section 7702 guidelines. Actual policy performance varies based on carrier underwriting, cap rates, and policy loans. For personalized legal and financial illustrations, request a formal carrier quote.