Income Information

Your current gross annual income
Typically until youngest child is 25, or retirement
Expected annual return on lump-sum investment (conservative = 4–6%)

Debts and Obligations

Existing Resources

Note: Employer coverage is typically lost if you change jobs
Recommended Additional Coverage
  • Income PV (replacement)
  • Mortgage payoff
  • Other debts
  • Final expenses
  • Education fund
  • Subtotal need
  • Existing insurance
  • Savings / investments
  • Employer coverage
  • Coverage gap (buy this much)
This is an educational estimate only. Actual insurance needs depend on your specific financial situation. Consult a licensed insurance professional for a personalized recommendation.