| Rent (if applicable) |
$ |
|
|
Total College Expenses for all Children/Grandchildren |
$ |
|
| Car Payment |
$ |
|
|
Mortgage Payoff Amount (if applicable) |
$ |
|
| Car Insurance |
$ |
|
|
Property Taxes (if applicable) |
$ |
|
| Total Utilities |
$ |
|
|
Final Expenses/Funeral Costs (if applicable) |
$ |
|
| Total Groceries and Household Needs |
$ |
|
|
EXISTING INSURANCE: |
| Medical Bills |
$ |
|
|
Existing Life Insurance Bank |
$ |
|
| Health Dental Vision Insurance |
$ |
|
|
Existing Life Insurance Employer |
$ |
|
| Dr/Hospital/Prescription Costs |
$ |
|
|
Term Insurance Death Benefit |
$ |
|
| Clothing |
$ |
|
|
Permanent Insurance Death Benefit |
$ |
|
| Credit Card/Other Debt Payments |
$ |
|
|
Final Expense or PreNeed Death Benefit |
$ |
|
| Auto repairs, home repairs |
$ |
|
|
If you go back and change any factors above please re-click yes/no below to recalculate totals: |
| Dining Entertainment, Misc Memberships |
$ |
|
|
Is employer insurance portable? |
|
|
|
