Innovative Insurance Solutions

Kind & Amount Worksheet
Obtain a worksheet. It is a useful tool for you to determine the Right Kind of insurance plan to buy and determine the Right Amount.

Interested In Life Insurance?

OK, but What Kind?

  1. Lump Sum Plans: Whole Life, Universal Life, & Term Insurance
  2. Monthly Income Plans: Products designed to pay guaranteed income
 

Conversion Factor Chart
Obtain a worksheet. It is a useful tool for you to convert insurance lump sum benefits or other cash assets into monthly income or visa-versa.

Needs Analysis Worksheet
Obtain a worksheet. It is a useful planning tool for you to analyze your current financial data and to determine the adequacy of your survivor's income.

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