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Mark’s Life Insurance Calculator

Client Name:
Client Age:
Client Age at retirement:
Rate of return on investments: %
Inflation: %
Annual after-tax income: $
Death benefit for income replacement:
Existing Life Insurance  
Term, group,
employer-provided:
$
Whole life or Universal life: $
Other liquid non-retirement assets: $
Additional life insurance needs:
-Plus-  
*Final expense needs:
(Permanent life insurance)
Total additional life insurance needs:

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