Needs Analysis Form | Standard Marketing

Step 1: Evaluate Your Income and Assets

What is your income?: *

How many years will your spouse need your annual income?: *

Current investment income (rental properties, dividends, annuities, etc.): *

Existing liquid assets: *

All assets that can be turned into cash within 3 months (we recommend you not liquidate retirement accounts due to tax penalties)

The amount of your existing life insurance coverage:: *

Step 2: Evaluate Your Debts and Expenses

Outstanding Mortgage Balance: *

Outstanding Loans: *

Final Expenses (medical, funeral, taxes): *

Step 3: Evaluate Your Child Support and College Expenses

* We suggest an average annual tuition cost of $15,000 - $20,000 per year

Child 1

Child 1 Monthly Cost: *

Years Child 1 Will Require Support: *

Child 1 College Expenses: *

Child 2

Child 2 Monthly Cost: *

Years Child 2 Will Require Support: *

Child 2 College Expenses: *

Child 3

Child 3 Monthly Cost: *

Years Child 3 Will Require Support : *

Child 3 College Expenses: *

Child 4

Child 4 Monthly Cost: *

Years Child 4 Will Require Support: *

Child 4 College Expenses: *

Child 5

Child 5 Monthly Cost: *

Years Child 5 Will Require Support : *

Child 5 College Expenses: *

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