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Monthly Income

What is your family’s desired monthly income?

Take into account that your immediate cash needs will be funded immediately.

$

Surviving income

This monthly amount could include your surviving spouse’s income, Social Security or other income sources.

$

How long should your monthly income last?


Immediate Cash Needs

Mortgage

A mortgage fund can guarantee that your family can stay in their home and protect your established life plan.

$

Personal Debt

Credit cards, personal loans, student loans, car loans, etc.

$

Education

Life insurance can provide for your children’s education, but how much is enough? Over the past decade, costs have increased an average of five to six percent annually. Use our estimated cost chart or provide your own amount in the field below.

$
x
$

Existing Assets

Life Insurance

Personal and group.

$

Other Liquid Assets

Mutual funds, stocks, CDs, savings, etc.

$
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