HUSBAND-XX


    $00,000


    000,000


    000,000




    000,000




+  000,000


$0,000,000


  -000,000


$0,000,000

April 1, 20XX

ARIZONA FINANCIAL SERVICES
SERVING ARIZONA SINCE 1970

Financial Planning:  for your family’s financial security can be as simple as listing the answers to these questions listed below.  Please provide me the answers to these questions and I will help you determine how much life insurance you and yours need today to be guaranteed your desired standard of living

MR. & MRS. JOHN DOE
Financial Needs Analysis

PLUS:  CHILD RIDER    $000,000 EA.

$0,000  - SS


$0,000 - SS & RBP


$000,000

More Information

(l) Last Expenses are: Funeral Costs, Transportation,Reception, etc...
(2) Misc. Debts are: Charge cards, Auto Loan etc...
(3) Home Mortgage or Rental Expenses
(4) Livable Monthly Income:
     (5) Wife Needs: How much money does the wife need each month to live on to retain a good standard of living?
     (6) Husband Needs; How much money does the husband need each month to continue a good standard of living?

          What if he could not work due to sickness or injury.
(7) Education Benefits for the children - how much do you want to leave the children for education cost if you were to pass-away?
(8) Total Financial Needs, these are the anrounts of money required today to guarantee your family the standard of living you want

      for them
(9) Less: Any present benefits, insurance, etc... that you can use to reduce total needs.
(10) Total Insurance Needed, is the total amount

(O) FAMILY'S FINANCIAL NEEDS:

(1) LAST EXPENSES

(2) MISC. DEBTS

(3) HOME / MORTGAGE $000.00 PER MO.

(4) LIVIABLE MONTHLY INCOME

   (5) WIFE NEEDS                     

   (6) HUSBAND NEEDS            

(7) EDUCATION BENEFTTS     

(8) TOTAL FINANCIAL NEEDS

   (9) LESS: PRESENT BENEFITS

(10) TOTAL INSURANCE NEEDED

WIFE-XX


    $00,000


    000,000


    000,000




   


    000,000



+  000,000


$0,000,000


  -000,000


$0,000,000