GMWB Inflation-Adjusted 7% Roll-Up Solver

Underwrite lifetime retirement income riders combining contractual 7.0% annual compound roll-up benefit bases during deferral with inflation-indexed lifetime distribution payouts.

Principal & Deferral Assumptions

Initial Annuity Premium Invested ($ USD)

Years of Deferral Before Activating Income (e.g. 10 Years)

Estimated Annual Inflation Adjustment (% CPI-U - e.g. 3.2%)

Income Base & Guaranteed Lifetime Cash Flow

Guaranteed Income Benefit Base at Activation

$983,575 Benefit Base

Initial Guaranteed Annual Lifetime Withdrawal

+$59,014 / yr Lifetime Cash Flow

Year-20 Inflation-Adjusted Lifetime Annual Payout

$80,865 / yr Adjusted for CPI