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.
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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.