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   Survivor Needs Analysis
Personal Information
  Spouse's Current Age:     
  Your Current Income:   $
  Spouse's Current Income:   $
  Other Income:   $
  Spouse's Retirement Age:     
  Provide Income To Spouse's Age:     
  Inflation Rate:     %
  Marginal Tax Bracket:     %
Desired Survivor Income:
  Pre-Retirement Period Income:     %
  Retirement Period Income:     %
Funds Available
  Life Insurance:   $
Savings & Investments:
  Cash, Savings, CDs, College Fund:   $

  Pension Plans, IRAs, 401(k)s, ESOPs:

  Stocks, Bonds and Other Securities:   $
  Assumed Rate of Return Before Tax:     %
Funds Needed
  Final Expenses & Emergency Fund:   $
  Debt/Loan Repayment:   $
  Mortgage Balance:   $
Children's Education:
Ed. Cost Age Age Start
Years in
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6