Blaine Willenborg
Client
43 49
Start Age
Current Age INSURANCE POLICY DATA Ins. A EOY Age
Year 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Year
49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82
12/31/08 12/31/09 12/31/10 12/31/11 12/31/12 12/31/13 12/31/14 12/31/15 12/31/16 12/31/17 12/31/18 12/31/19 12/31/20 12/31/21 12/31/22 12/31/23 12/31/24 12/31/25 12/31/26 12/31/27 12/31/28 12/31/29 12/31/30 12/31/31 12/31/32 12/31/33 12/31/34 12/31/35 12/31/36 12/31/37 12/31/38 12/31/39 12/31/40 12/31/41
Premium Outlay
96,230 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
Cumul. Premiums
96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230 96,230
Withdrl Or Loans
0 0 0 0 0 0 0 0 0 0 0 11,352 11,352 11,352 11,352 11,352 11,352 11,352 11,352 11,352 11,352 0 0 0 0 0 0 0 0 0 0 0 0 0
AFR LOAN Net Cash Value
94,807 99,994 105,342 110,855 116,536 122,689 129,060 136,499 144,291 152,453 162,477 160,984 159,339 157,534 155,560 153,562 151,318 148,804 145,989 142,865 139,494 147,915 156,789 166,137 175,974 186,324 197,212 208,643 220,628 233,174 246,311 259,998 274,242 289,029
This Illustration assumes a 7% net rate of return This Illustration assumes a mortality age/AFR cost recovery at age 82 Ages are age nearest
Net Death Benefit
542,607 547,721 552,996 558,436 564,045 570,124 576,423 325,392 333,111 341,200 351,224 349,731 348,086 346,281 344,307 342,309 340,065 337,551 334,736 331,612 328,241 336,662 345,536 354,884 364,721 375,071 385,959 397,390 409,375 421,921 435,058 448,745 462,989 477,776
AFR Loan Ending Balance
98405 103224 108280 113583 119161 124998 131120 137542 144297 151364 158778 166554 174735 183293 192270 201687 211593 221957 232828 244231 256227 268777 281941 295750 310277 325474 341415 358138 375728 394131 413436 433686 454988 477273
Loan Recovery Required
98405 103224 108280 113583 119161 124998 131120 137542 144297 151364 158778 166554 174735 183293 192270 201687 211593 221957 232828 244231 256227 268777 281941 295750 310277 325474 341415 358138 375728 394131 413436 433686 454988 477273
Recovery Death Benefit
542607 547721 552996 558436 564045 570124 576423 325392 333111 341200 351224 349731 348086 346281 344307 342309 340065 337551 334736 331612 328241 336662 345536 354884 364721 375071 385959 397390 409375 421921 435058 448745 462989 477776
AFR Participant Death Benefit
444202 444497 444716 444853 444884 445126 445303 187850 188814 189836 192446 183177 173351 162988 152037 140622 128472 115594 101908 87381 72014 67885 63595 59134 54444 49597 44544 39252 33647 27790 21622 15059 8001 503