1. What is your annual income?
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
$45,000
$50,000
$55,000
$60,000
$65,000
$70,000
$75,000
$80,000
$85,000
$90,000
$95,000
$100,000
$125,000
$150,000
$175,000
$200,000
$225,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
$550,000
$600,000
$650,000
$700,000
2. For how many years do you want to protect it?
1
2
3
4
5
6
7
8
9
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
3. Against what annual inflation factor do you want to protect?
0 %
1 %
2 %
3 %
4 %
5 %
6 %
7 %
8 %
9 %
10 %
4. At what annual interest rate can the proceeds be invested?
1 %
2 %
3 %
4 %
5 %
6 %
7 %
8 %
9 %
10 %
11 %
12 %
5. What is your
current investment income (Rental Properties, Dividends, Annuities, etc.)?
$
6. What are your
existing liquid assets - All assets that can be turned into cash within 3 months (We recommend you not liquidate retirement accounts due to tax penalties)?
$
7. What is
the amount of your existing life insurance coverage?
$
8. What is your o
utstanding mortgage balance?
$
9. What are your
outstanding loans?
$
10. How much are your
final expenses: (Medical, Funeral, Taxes)?
$
Face Amount:
$