Basic Information

Please adjust the numbers below to fit your situation. Click Next to continue.

What is your current age?
Are you married?	Yes No
What is the current age of your spouse?
At what age would your spouse like to retire?
Investment Return (%)
Anticipated Inflation Rate (%)

Immediate Cash Needs

Please adjust the numbers below to estimate the amount of cash your family will need at the time of your death. Click Next to continue.

How much do you estimate you will need to cover funeral expenses?
What amount do you need for additional final expenses?
How much cash is needed to pay off your mortgage(s)?
How much money is needed to pay off other debt?

Ongoing Family Income Needs

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What is your annual income?
What is your spouse's annual income?
What is the desired annual income when you retire, or should your spouse or family members need an income after your death?
How many years will you need the annual income?
Estimated college costs for all children

Available Cash

Please adjust the numbers below to fit your situation. Click Show Results.

What is the value of your current investments?
What is the value of existing life insurance?
Do you want to include the Social Security benefits your family will receive in the calculation?	Yes No
Age (in years) of oldest child under 18
Age (in years) of second child under 18
Age (in years) of third child under 18
Age (in years) of fourth child under 18