What is your current total life insurance value?
How much will be needed at death to meet your immediate obligations?
Funeral Expenses
Loans (e.g. Car, School)
Credit Cards/Lines of Credit
Mortgage Debt?
Education Funding
Emergencies
How much income is needed to sustain your survivors?
Annual Income Needed After Tax?
For How Many Years?
Current Financial Assets to Assist in Loss of Income:
What is your home value?
What is the value of your RRSP?
What is the value of your pension?
What is the value of any other investments?