Alternative Pricing Option
Total Return Illustrator
Homesteaders Life Indexed Funding Agreement · Alternative Pricing · Non-Guaranteed Contract Values: Best, Worst & Latest 10-Year Periods

Credit Union Name

Credit Union Deposit

$

Total Benefit Cost

$
Inflation / yr %

Index Funding Agreement Term

Premium Bonus

10.0%
0%5%10%15%20%25%

Bonus Cost Paid From Product

0%
Credit union pays allProduct pays all

Buy Up Index Performance

0.00%annual fee to raise
the index option budget
0% (as priced)2.00%

Index Allocation

Total Allocated 100%

⚡ Optimized (diversified high worst historical return + strong best)

◆ Max Worst 10-Yr (highest historical worst 10-yr return)

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BEST
Annual Effective Rate
-
Best 10-Year Period
LATEST
Annual Effective Rate
-
Most Recent 10 Years
WORST
Annual Effective Rate
-
Worst 10-Year Period
Deposit
-
Premium Bonus
-
Day-1 Contract Value
-
Worst 10-Yr Value
-
Projected Contract Value over 10 Years (Blended)
Year-by-Year Contract Values (Blended)
Best 10 Years
Worst 10 Years
Latest 10 Years
Assumptions & Methodology
Prepared with Credit Union Benefit · Homesteaders Life Indexed Funding Agreement