Life Insurance Needs Analysis

Work out how much life protection a household needs from its debts, income, final expenses, children's education and existing coverage. It supports one or two applicants, each signing at the end.

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Customer 1 Name

First Name

Last Name

Customer 2 Name (enter N/A if there is only one applicant)

First Name

Last Name

Total household debt (auto loans, credit cards, mortgage, student loans, etc.)

Customer 1 Annual Income

Customer 2 Annual Income (N/A if not applicable)

Insured 1 Final Expenses

Insured 2 Final Expenses (N/A if not applicable)

Education (number of children × 100,000)

Insured 1 Total Need

Insured 2 Total Need (N/A if not applicable)

Customer 1 Current Coverage

Customer 2 Current Coverage (N/A if not applicable)

Applicants' confirmation

Customer 1 Signature

Sign here

Customer 1 Date

Customer 2 Signature

Sign here

Customer 2 Date

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