Your Retirement Roadmap - IUL Booklet Report - Ken DuBose
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WHAT MAY HAPPEN IF I CHOOSE TO HAVE<br />
A TAX-FREE RETIREMENT STRATEGY?<br />
KEY ASSUMPTIONS *<br />
Current Age: 40 Target <strong>Retirement</strong> Age: 70<br />
Current <strong>IUL</strong> Balance: $0 Annual Contributions: $12,000<br />
Assumed <strong>IUL</strong> Interest Rate: 7% Assumed Inflation Rate: 2%<br />
This presentation is for illustration purposes only and is not intended as a full description of benefits. Please refer to each company’s brochure and illustration for a<br />
more comprehensive description of benefits, terms and conditions. Life Insurance plans require underwriting. Benefit amounts can vary based on underwriting.<br />
Initial payment does not guarantee approval. RBA Financial Services or any of its representatives do not give tax advice. Please seek a qualified tax specialist for all<br />
tax related questions. All life insurance agents affiliated with RBA Financial Services are strictly independent contractors. The <strong>IUL</strong> values on this page come from<br />
the non-guaranteed values shown in the carrier illustration. Illustrated historical returns have been higher, however past results do not guarantee future performance.<br />
This presentation is not valid unless combined with carrier illustration and brochure.<br />
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