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 10 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.)

$
 
   
   
Investment Professionals, Inc. - Steve Andersland San Antonio, TX
16414 San Pedro Ave., Ste. 150 • San Antonio, TX • 78232
Phone: Main office: 800-593-8800 Direct: 210-483-5056 • Fax: 866-863-0711
• steve.andersland@invpro.com

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA www.finra.org & SIPC www.sipc.org.  The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office.  Customers work solely through IPI with respect to their investment, brokerage and securities transactions.  IPI does not offer or provide legal or tax advice  Please consult your attorney and/or tax advisor for such services.  The products offered by Investment Professionals, Inc. are not insured by the FDIC, The NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

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