Needs Analysis Worksheet

How much life insurance do you need?

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This is one of the most common questions asked by consumers considering purchasing life insurance. Your insurance need depends on your circumstances. If you want a simple approach to estimate your need, multiply your annual income by 8X.

Answer the following questions to estimate your life insurance needs:
+ $

Question 1 of 5

+ $
+ $
- $
- $
Total Debts and Expenses
Total Existing Sources of Income
Total Life Insurance Needed