Sample profiles

SelectAgeGenderHealth StatusTax rateAnnuity premiumGrowth rateDistribution plans
Year to start% of AccountIncrease rate
55MaleSuper Preferred NT40.00%$200,0006.00%106.00%0.00%
60FemalePreferred NT30.00%$100,0008.00%84.00%3.00%
65MaleStandard Plus NT35.00%$300,0007.00%85.00%2.00%
70FemalePreferred NT25.00%$250,0006.00%86.00%0.00%
75MaleStandard NT40.00%$500,0005.00%225.00%0.00%

Note: all sample profiles have these defaults which can be modified in the Edit Information tab accessed via the Summary page:

  1. annuity is outside the ILA until year 8
  2. annuity transferred into the ILA is net of taxes due and term premiums paid in years 1-7
  3. minimum term coverage at issue and further reduced to minimum required in year 8
  4. ILA annuity pays the term premium starting in year 8
  5. ILA annuity distributions are wash loans once the cost basis is recovered