Use our simple calculator to assist in the completion of a needs analysis for your client.
This will offer a good starting point for determining your client’s insurance need prior
to providing them with your recommended solution(s).
1
Personal information
Years
Enter 0 if no children
Years
The dependency period for income replacement is based on the # of years to age 22 of the youngest child.
For how many years would the client need their income to be replaced?
2
Financial information
How much of the client’s income would their family need if they died?
$
$
$
$
$
$
$
3
Financial information continued
4
Existing insurance and financial assets
$
$
$
$
$
$
$
$
Life insurance provided through employer.