Family Life Insurance Needs Analysis
Step One: Instructions

(no commas)

1

 Final Expenses (funeral, attorney fees, probate, etc. - $8,000 minimum recommended) $

2

 Mortgage Balance $

3

 Debts (auto loans, credit card balances, etc.) $

4

 Children's Education-Total Cost Tip x
(No. of children x Total Degree Cost)		 $

5

 Living Expenses (food, utility bills, rent, clothing, day care costs, etc.)
x
(No. of years x Annual Cost)		 $
Step Two: Total Step One $

6

 Existing Life Insurance Policies $

8

 Cash and Saving Account Totals $

8

 Other Liquid Assets $
. Total Step Two: $
.

The additional life insurance you need totals:

$
Remember . . . Life Insurance can help protect your family's financial future.