Life Insurance  
Providing for your family in the event or your death is a fundamental of risk management. And life insurance benefits that replace your income may be one of the best ways to meet your family’s ongoing financial needs. This calculator is designed to help you estimate the amount of life insurance you would need to produce a sufficient income stream for your family.
     

What is your current income before taxes?

$

What percentage of this income will your family need?

%

For how many years will your family need this income?

What do you expect the rate of inflation to be over this time period?
Note: In recent years, inflation has been 3 percent.

%

What investment return do you expect your family to earn over this time period (0 percent to 10 percent)?

%

Enter the total of any one-time payments that your family will have. (e.g., funeral costs, future college costs, home mortgage, and any other debts you want the insurance to pay.)

$
 
   
   
Forward Investment Services
207 W 6th Street • Marshfield, WI • 54449
Phone: Scott: 715-389-7183
Phone: Lila: 715-389-7194		 • Fax: 715-384-2156
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© 2008 Forward Investment Services

PrimeVest Financial Services Inc. is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA Securities and insurance products offered by PrimeVest: *Not FDIC Insured *May go down in value *Not Financial Institution guaranteed * Not insured by any federal government agency *Not a deposit product.

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Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response contact with residents of other states will only be made upon compliance with applicable licenseing and registration requirements, The website is for US residents only and does not constitute an offer to sell, or a solicitation of an offer to purshcse brokerage servicees to anyone in the United States.

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