Planning Tools and Calculators

Calculators

Life Insurance
How much Life Insurance do I need?
College Planning
Helps you make decisions about saving for a college education.
Helps you estimate your estate tax liability for the current tax year.
Retirement Planning
Calculators for spending, saving, and investing decisions. More to come.
Tax Deferral
Compares accumulation rates of taxable and tax deferred accounts.

Worksheets
Business Strategy Fact Finder Prepares business owners to make important life-insurance related business decisions. Two-Minute Life Insurance Needs Self-Review Use this checklist to prepare for a meeting with your agent. Disability Income Insurance Worksheet You may want to print this worksheet and use it to prepare for a meeting with your agent.

What Our Planning Tools Do
They can help you begin planning for your financial future. Simply by inputting some basic financial information and assumptions, you'll take the first steps to meeting important financial goals.

And What They Won't...
They cannot provide you with any final answers. Purely mechanical devices, calculators allow you to perform "hypotheticals," recalculating and generating new results as you input differently and make new assumptions. But they can't take every assumption into account, they can't consider all the information relevant to your needs, and they obviously can't make decisions for you. For that you'll want to learn more about the issues. Using these tools and educating yourself on the workings of life insurance and other financial products can help you feel more comfortable when discussing your needs with your agent.

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Planning Tools and Calculators