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.)

$
 
   
   
Key Financial, Inc.,Financial Planning, Wealth Management, Financial Services, Financial Management, West Chester, Pa

1560 McDaniel Drive

 • West Chester, PA • 19380
Phone: 610-429-9050 • Fax: 610-429-9279
• pbrennan@keyfinancialinc.com

Securities and Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. Advisory services also offered through Key Financial, Inc. a registered investment advisor not affiliated with Royal Alliance Associates.

The Advisors at Key Financial Inc., are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

The advisors at Key Financial Inc., are also separately registered as an investment advisers under Key Financial Inc., a registered investment adviser, offering advisory services in the state of Pennsylvania. As such these services are strictly intended for individuals residing in Pennsylvania.

Important Consumer Information:
A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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