Life Insurance  
Providing for your family in the event or your death is a fundamental of risk management. And life insurance benefits that replace your income may be one of the best ways to meet your family’s ongoing financial needs. This calculator is designed to help you estimate the amount of life insurance you would need to produce a sufficient income stream for your family.
     

What is your current income before taxes?

$

What percentage of this income will your family need?

%

For how many years will your family need this income?

What do you expect the rate of inflation to be over this time period?
Note: In recent years, inflation has been 3 percent.

%

What investment return do you expect your family to earn over this time period (0 percent to 10 percent)?

%

Enter the total of any one-time payments that your family will have. (e.g., funeral costs, future college costs, home mortgage, and any other debts you want the insurance to pay.)

$
 
   
   
Capital Analyst of San Diego, LLC
11440 West Bernardo Court, Suite 208
 • San Diego, CA • 92127
Phone: 858.674.8400 office
877.623.8900 toll free
 • Fax: 858.674.8405
• thannify@caisd.com

 

 

 

www.caisd.com
 
11440 West Bernardo Court, Suite 208 - San Diego, CA 92127 - (858) 674-8400 - FAX (858) 674-8405
 
 
 
21021 Ventura Boulevard, Suite 400 - Woodland Hills - California - 91364 - (888) 851-6006
 
Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA / SIPC.
 
Capital Analysts of San Diego, LLC and Capital Analysts Incorporated are independent non-affiliated entities.
 
 

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