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.)

$
 
   
   
www.carolinacg.com
T. Lee Eubanks, CFP, CLU, CWS
1550 Ebenezer Road		 • Rock Hill, SC • 29732
Phone: Local @ 803-325-2455
Toll Free at 888-709-1827 		• Fax: 803-325-2456

Serving
Rock Hill, Fort Mill, Chester, Clover, York, Tega Cay in York County.
Chester, Lancaster, Indianland in Chester and Lancaster Counties.
Greenville, Spartanburg, Landrum, Cowpens, Union, Anderson and Gaffney, SC

Charlotte, Pineville, Ballantyne, Mint Hill, Matthews, Waxhaw, Monroe, Gastonia, Belmont, Kings Mountain, Shelby, Brevard, Asheville, Hendersonville in North Carolina.

Clarksville, Clayton, Cornelia, Helen, Livonia in North Georgia.
• leubanks@1stallied.com

Registered Representative offering Securities through First Allied Securities, Inc.  A Registered Broker/Dealer   Member FINRA/SIPC

Investment Advisor Representative offering services offered through First Allied Advisory Services, Inc.

This information is intended for use only by residents of SC,NC,GA,FL MI,VA and CA. Securities related services may not be provided to individuals residing in any state not listed above.
 

 

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