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Insurance needs calculator Personal Information   You Your Spouse Date of birth 01020304050607080910111213141516171819202122232425262728293031 Jan.Feb.Mar.Apr.MayJuneJulyAug.Sep.Oct.Nov.Dec. 1930193119321933193419351936193719381939194019411942194319441945194619471948194919501951195219531954195519561957 19581959196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986 19871988198919901991199219931994199519961997199819992000 01020304050607080910111213141516171819202122232425262728293031 Jan.Feb.Mar.Apr.MayJuneJulyAug.Sep.Oct.Nov.Dec. 1930193119321933193419351936193719381939194019411942194319441945194619471948194919501951195219531954195519561957 19581959196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986 19871988198919901991199219931994199519961997199819992000 Sex: Male Female Male Female Tobacco use: Smoking Non-smoking Smoking Non-smoking Financial Information Immediate expenses and Post-Secondary Education Funding Amount A- Final Expenses For example, funeral costs  $ B- Financial Obligations Debts that your estate will have to honor, for example mortgages, outstanding loans, credit card balances, income taxes, etc. (include legal and accounting fees required to settle your estate)  $ C- Education Fund Amount required today to fund your children's post-secondary education  $ Your Family's Monthly Income Needs D- Monthly Housing Expenses Rent, property taxes, utilities, maintenance, furnishings and supplies  $ /M. E- Monthly Living Expenses Food, clothing, childcare, telephone, car expenses, etc.  $ /M. Assets Your Estate's Value F1- Your current Life Insurance Coverage Total amount of Life Insurance coverage in force  $ F2- Your Spouse's current Life Insurance Coverage Total amount of Life Insurance coverage in force  $ G- Your investments Equity available to pay your debts and expenses, made up of savings, real estate (excluding the family home), RRSP's and other investments such as mutual funds, stocks, bonds and GIC's  $ Your Family's Net Income H1- Your Monthly After-Tax Income  $ /M. H2- Your Spouse's Monthly After-Tax Income  $ /M. I- Other Income  $ /M. Period Required Years of protection for your family J- For how many years would you like to provide an income for your loved ones? (Enter a number between 1 and 99)

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