A Simple Life Insurance Analysis
This simple analysis of your life insurance needs can help you determine if you're carrying a proper amount of coverage. You can complete the form now, or print it and click the link below left for a FREE, premium illustration.
Simply ask yourself if you are happy with:
- The amount of Life insurance you currently own
- The service you're receiving from your agent
- The provisions you've made for retirement
- Your business succession plan
- The provisions you've made to transfer your estate
Simplified Analysis
- How much money would you need to clear up any short term obligations and pay for a funeral and other final arrangements? $__________
- Would you like to leave your family with a home fully paid for? If yes, what is the current balance owed? $__________
- How much notice do you want to give your family that your income will be ending? _____ (a) number of years
- bullet What is your current annual income? $_________ (b) Now multiply "a" times "b" for the answer to this question
- Do you want to make sure your children complete their formal education? If yes, do you want them to go to public or private college? Take the annual college tuition $__________ times the number of children, multiply that by the number of college years ___ = $_________ total amount for college education expenses.
Now add up the amounts from each of the four needs above and that will give you an estimate of the total amount of life insurance needed. How does that compare to the amount of life insurance you currently own, remembering that everything continues to go up in price?
Please call us or, click the link at left for a no obligation comparison.
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