How much Life Insurance do you
need?
|
|
Please use numbers only, no commas when completing fields.
|
Step
1. Evaluate Your Income and Assets
|
| What
is your current income? |
|
| How many years
will your spouse need your annual income? |
|
| Current
investment income (Rental Properties, Dividends,
Annuities, etc.) |
|
Existing
liquid assets - All assets that can be turned
into cash within 3 months
(We recommend you not liquidate retirement accounts due to tax penalties)
|
|
| The amount of
your existing life insurance coverage: |
|
Step 2. Evaluate Your Debts and Expenses
|
| Outstanding
mortgage balance: |
|
| Outstanding
loans: |
|
| Final
expenses: (Medical,
Funeral, Taxes) |
|
Step
3. Evaluate Your Child Support and
College Expenses
|
| *We suggest an average annual tuition cost of $15000
- $20000 per year |
|
|
|
|
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