Insurance Worksheets

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Insurance

Insurance worksheet contains two sections 1) Immediate Needs and 2) Existing Insurance. You may enter anticipated Emergency funds, Final expenses and any other miscellaneous expected expenses in case of the death of either of the spouses. Any liabilities that were chosen to be paid off at the first death will be automatically calculated and added to the total Immediate Needs. Total Immediate Needs are used by the Life Insurance module as a one-time expense in case of the death of either of the spouses.

Existing Insurance Section

This section summarizes total Life, Disability and Long-term Care (LTC) coverage for the client and spouse. You may enter a total insurance benefit amount or click on the corresponding Details button to provide details for Life, Disability and Long-term Care policies.

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