Calculating Insurance Needs
With insurance planning; the first question is always, how much is enough? Whether you need life insurance at all and, if you do, the best amount of insurance coverage to have depends on your particular circumstances.
Our insurance worksheet will help you analyze how much coverage you will need.
Download the Insurance Worksheet PDF 
| INSURANCE WORKSHEET | ||||||
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HOUSEHOLD INCOME WITHOUT YOUR EARNINGS |
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Spouse's (dependent's) earnings .. |
$ |
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Social Security benefits . |
$ |
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Retirement benefits . |
$ |
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Investment benefits . |
$ |
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Income from investing the proceeds of any |
$ |
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Total Annual Income .. |
$ |
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Annual Expenses |
$ |
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Additional Annual Income Needed from |
$ |
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/ $5,000 |
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x $100,000 |
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Additional Life Insurance Needed . |
$ |
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