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HOW MUCH LIFE INSURANCE DO YOU NEED?
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Please use numbers only, no commas when completing fields.

Suggested Life Insurance Amount:

$

Your Family Income and Assets
1. What is your current income? $
2. How many years will your spouse / family need your annual income if you were to die? (Most financial planners recommend10 years, but younger earners under 40 should consider at least 15 years):  
3. Current investment income (rental properties, dividends, annuities, etc.): $
4. Existing liquid assets - All assets that can be turned into cash within 3 months (We recommend you not considering retirement accounts liquid due to tax penalties): $
5. The amount of your existing life insurance coverage: $
Your Family Debts and Expenses
6. Outstanding mortgage balance: $
7. Other outstanding loans or debt: $
8. Final expenses (e.g.: medical, funeral, taxes): $
Child Support and College Expense (additional)
9. * We suggest an average annual college tuition cost of $10000-$20000 per year
Child: Monthly
child cost:
Years child will
require support:
College
expenses:
1 $ years $
2 $ years $
3 $ years $
4 $ years $
5 $ years $
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