Calulate your life insurance needs

Identify your current debts and financial needs





Determine your future financial needs

Your currrent gross income
The % of income your survivor needs (e.g. 70%)  %
The number of years of income protection
Assumed interest rate discounted by inflation





Deduct your assets and financial resources










I understand that the values illustrated in this life insurance analysis are based on financial information that I have provided and my understanding of my future financial needs in the event of my death. The illustrated insurance coverage is subject to medical and financial underwriting. It is strictly for reference and I may decide to take out a life insurance policy with a coverage amount different from the one illustrated above. My insurance coverage has to be reviewed on a regular basis to ensure that my financial goals and objectives continue to be met.

Client Signature: ________________________
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