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How much Life Insurance do you need?

Step 1. Evaluate Your Income and Assets

(Note: Do Not Use Commas. Ex: USE 4000 NOT 4,000)

What is your current income?

$

How many years will your spouse need your annual income?

Current investment income (Rental Properties, Dividends, Annuities, etc.)

$

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)

$

The amount of your existing life insurance coverage:

$

Step 2. Evaluate Your Debts and Expenses

Outstanding mortgage balance:

$

Outstanding loans:

$

Final expenses: (Medical, Funeral, Taxes)

$

Step 3. Evaluate Your Child Support and College Expenses

*We suggest an average annual tuition cost of $15,000 - $20,000 per year

Child:

Monthly child cost:

Years child will require support:

College expenses:

1

$

years

2

$

years

3

$

years

4

$

years

5

$

years

Additional Recommended Life Insurance: $

Need guidance on your life insurance?
Call our Boca Raton office for a complimentary
life insurance consultation

1-800-366-9120, Ext. 30
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Securities offered through Securities America, Inc., Member FINRA/SIPC, James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. A SEC Registered Investment Advisor. James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Investment Advisor Representatives. Barry Financial Group and Securities America are separate entities.

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