Insurance Worksheet
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1Insurance Worksheet
Cost of Living
Daily expense of Spouse:
$
per day x 365 days= $
per year
Daily expense of Child #1:
$
per day x 365 days= +
per year
Daily expense of Child #2:
$
per day x 365 days= +
per year
Daily expense of Child #3:
$
per day x 365 days= +
per year
Mortgage:
+
per year
Loans:
+
per year
Education:
Child #1: +
per year
Child #2: +
per year
Child #3: +
per year
Other Major Expenses:
+
per year
Funeral Costs:
+
Total Cost of Living =
per year
Available Resources
Savings Account:
= $
Checking Account:
+
Cash:
+
Stocks/bonds:
+
Retirement:
+
Other principal income:
+
Other assets:
+
Total Available Resources =
Life Insurance Need
Total Cost of Living
$
Available Resources
-
Life Insurance Need
=
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Parent category: Legal