Policy Illustration

A Policy Illustration for an Indexed Universal Life (IUL) insurance policy is a comprehensive document that offers a forecast of the policy's expected performance over time. Key aspects of the illustration:

• Key Elements: Details premium amounts, death benefit, cash value growth, and interest projections based on a market index's performance.
• Scenario Analysis: Presents various possible outcomes, factoring in different interest rates to showcase the policy's potential range.

Important Considerations:

• Non-Guaranteed Values: The document emphasises that all figures are estimates, dependent on the actual market index performance and insurance costs.

This illustration is crucial for policyholders, aiding in understanding the possible financial progression and associated risks of their IUL policy.