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 12 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.)

$
 
   
   
The Neely Group
4 Village Park Drive, Suite 170 • Grove City, PA • 16127
Phone: 724.458.5090 • Fax: 724.458.5020
www.neelygroup.com • mail@neelygroup.com

William T. Neely and Aaron H. Stanley are registered representatives offering securities through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC. Neither The Neely Group or Vantage Financial Group are subsidiaries or control affiliates of WSS. Neither Walnut Street Securities nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.  While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.

Investment transaction instructions are not to be transmitted via email.  Please contact our office and speak to an account representative.