How long will my current life insurance proceeds last?

You may think that you are adequately insured in the event of your death. It may surprise how quickly the tax-free insurance proceeds may be depleted by your survivor income needs.
Personal Information
Client Name  
Advisor Name  
Insurance and Assumptions
Current life insurance in force ($) 
Monthly survivor income needs ($) 
Annual inflation adjustment (if any) (%)help
Annual before-tax return on insurance proceeds (%)help
Federal marginal tax bracket (%)help
Desired amortization schedule 

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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