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Let me help you build a solid future for your family...
"Life Insurance isn't for the people who die. It's for the people who live."
There is no better way to protect your family's future than with Life Insurance. It is often the least cost and highest
benefit program you can implement. From Term Life Insurance to Permanent Life Insurance, I have the solutions you
need. I represent some of the finest companies available and offer excellent rates and personal service.
How much life insurance do I need?
In order to get an idea of what might be needed to cover your overall life insurance need, please go through the exercise
below. Not every category will apply to you, so only estimate the items that are pertinent to your individual situation.
Final Expenses $_________ (Average funeral cost: $10,000-$20,000)
Immediate cash needed $_________
If renter enter Rent Fund here :
Rent$____ x 12 x ____ years
Emergency fund $_________ (Recommend 6-12 months)
Child care Cost $_________
Pay off Mortgage? (Y/N) $_________
Prepay college costs? $_________
Charities $_________
Debts to be paid at death
Credit cards $________
Loans $________
Auto loans $________
Home loans $________
Income Replacement $________ (Average is 5-10 years)
This is your annual income amount x ___ (however many years you wish to replace after your death)
Will your family be able to maintain your standard of living on this income? If not, let me help you make the necessary
adjustments.
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| ..............................W.............................. Whitaker Insurance & Financial Services LLC. 4501 Hwy 83 Burlington, Wisconsin 53105 Phone (262)537-2933 Fax (866)537-1745 Whitaker Insurance is licensed to do business in the following states: Wisconsin, Illinois, Indiana, Texas & Nevada |