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.)

$
 
   
   
Southeast Financial Group, Inc.
2220 Sedwick Road, Suite 202 • Durham, NC • 27713
Phone: 919-544-0500 • Fax: 919-544-0502
• esecrest@sefgroup.com

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Wyatt Blakey Secrest and Associates, LLC, a registered investment advisor and separate entity from LPL Financial.

Currently, Edward Secrest is securities licensed in AZ, CA, FL, ID, MA, ME, MN, MO, NC, OH, SC, and VA.  Fee based planning (or investment advisory services) available to residents of FL, MO, NC, ID, SC, AZ, and MN.

This communication is strictly intended for individuals residing in the states listed above, where the registered representative is licensed to conduct securities business, and as an investment advisor.  No offers may be made to or accepted from anyone outside the specific states referenced.

 

 

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