Needs analysis calculator
Life insurance | ||
Province | ||
Date | May 17, 2024 | |
Total need | ||
What you have | ||
Recommendation |
Immediate needs | |
Funeral costs | |
Pay off debt | |
Education funds | |
Emergency funds | |
Other |
Future needs | |
Number of years before retirement | |
Monthly expenses | |
Survivor’s employment income (Annually) | |
Survivor’s other income (Annually) |
Available funds | |
Total assets available | |
Existing life insurance coverage |
Needs analysis calculator
Are you covered?
Life insurance
Step 1 of 4: Basic information
We need to make some calculations based on tax rates
Step 2 of 4: Immediate needs
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$
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$
$
Step 3 of 4: Future needs
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$
$
Step 4 of 4: Available funds
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$
Assumes an inflation rate of 2%
Try the Budget planning tool or the Know your risk calculator to see how insurance can meet your needs and fit into your budget. Work with one of our trusted advisors to help build a plan for you.