Life Insurance Needs Analysis – Cuantico Insurance

Annual Earned Income

Client Salary & Bonus

Self-employed net

Fees & commissions

Spouse Salary & Bonus

Spouse self-employed

Rents / Royalties

Dividends & Interest

Annuity / Trust income

Real & Personal Property

Primary Residence (MV)

Secondary Residence

Savings-Type Assets

Stocks / Bonds / Funds

Household furnishings

Art / Antiques / Jewelry

Vehicles (total)

Boats / Other

Snapshot: Total assets will be reflected in the final analysis.

Mortgage & Debts

Primary Mortgage Balance

Monthly Payment

Secondary Mortgage Bal

Other Mortgage Bal

Credit Cards Balance

Personal Loans

Education Loans

Auto Loans Balance

Boat / Line of Credit

Life Insurance Policies

Policy 1 — Insurer

Death Benefit ($)

Policy 2 — Insurer

Death Benefit ($)

Policy 3 — Death Benefit

Deferred Annuities

Annuity 1 Accum. Value

Annuity 2 Accum. Value

Goals & Priorities

1

2

3

Risk Tolerance

Risk Score

30 / 50

Moderate

Recommended Additional Coverage

—

Run analysis to see your personalized recommendation

Total Annual Income

—

Total Outstanding Debts

—

Existing Life Insurance

—

Liquid / Savings Assets

—

Send Analysis to Your Advisor