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Financial Calculators

The below worksheets will help evaluate your clients overall networth, including real estate values, investment accounts, etc.. to help determine the right death benefit for their estate planning needs.

In addition to the worksheet, the link below will direct you to a comprehensive list of financial calculators offering quick access to investment, retirement, tax, savings, and many more online calculators.

Comprehensive Financial Calculator Listing

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Life Insurance > Helps > Financial Calculators

Financial Calculators

Financial Underwriting Worksheet

XLS

Additional Coverage with Accelerated Underwriting:

Available to individuals who have been fully underwritten for term insurance within the past 5 years
No new medical exam required
Available up to age 60 and $1,000,000 DB
Access to some of the most competitive term products in the marketplace

Unique Indexed Annuity:

12% commission available
Extremely liquid
Up to 60% of Asset Value after just 30 days penalty free!
Built-in Accelerated Care Benefits
"A" rated AM Best

Simplified Issue IUL Program:

No medical exam (phone underwriting)
Targets age 40-60 clients looking for tax-free retirement income
Uses #1 selling indexed UL product in the country!
Up to $1,000,000 of coverage available!