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Life Insurance Assessment
Answer a few guided questions to estimate your life insurance protection needs.
Section 1
Who are you protecting?
What is your age?
Do you have anyone who depends on your income?
Yes
No
Number of Dependents
Ages of Children
Section 2
Tell us about your income
Annual Income
Monthly Take-Home
Section 3
Let's protect your home
Housing Status
I own my home
I rent
Mortgage Balance
Monthly Mortgage Payment
Years Remaining
Select one
<5
5–10
10–20
20–30
Monthly Rent
Rent Protection Duration
Select one
1 year
3 years
5 years
10 years
Section 4
What does it cost to run your household?
Groceries
Utilities
Car payments
Insurance
Childcare
Debt payments
Other
Total Monthly Expenses:
$0
Section 5
What future costs should we protect?
College Funding
Yes
No
Cost per Child
Select one
$25k
$50k
$100k
Custom
Custom Cost per Child
Would you want your debts fully paid off?
Yes
No
About how much total debt do you have?
Select one
<$10,000
$10,000-$25,000
$25,000-$50,000
$50,000-$100,000
$100,000+
Not sure
Would you want to leave money behind for your family?
Yes
No
About how much would you want to leave behind?
$10,000 (basic final expenses)
$25,000
$50,000
$100,000
$250,000+
Section 6
Do you already have life insurance?
Existing Life Insurance
Yes
No
Coverage Amount
Section 7
What are your biggest concerns?
Biggest Concern
Losing income
Medical bills
Mortgage/rent
Final expenses
Emergency Savings
<1 month
1–3 months
3–6 months
6+ months
Section 8
Let's match this to your budget
Monthly Budget
<$25
$25–$50
$50–$100
$100+
Preference
Lowest cost
Balanced
Long-term coverage
See My Results