Life Insurance  
Providing for your family in the event or your death is a fundamental of risk management. And life insurance benefits that replace your income may be one of the best ways to meet your family’s ongoing financial needs. This calculator is designed to help you estimate the amount of life insurance you would need to produce a sufficient income stream for your family.
     

What is your current income before taxes?

$

What percentage of this income will your family need?

%

For how many years will your family need this income?

What do you expect the rate of inflation to be over this time period?
Note: In recent years, inflation has been 3 percent.

%

What investment return do you expect your family to earn over this time period (0 percent to 10 percent)?

%

Enter the total of any one-time payments that your family will have. (e.g., funeral costs, future college costs, home mortgage, and any other debts you want the insurance to pay.)

$
 
   
   
certified financial planner CFP investment adviser wealth manager orlando, winter park florida
157 East New England Ave Suite 340
 • Winter Park, FL • 32789
Phone: 407.645.1639 • Fax: 407.644.6794

Advisory Services are offered through Michelle Ogden & Company LLC  

157 E New England Ave, Suite 340 Winter Park, FL 32789

Michelle Ogden, CRPS® , CFP® 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Viewers of the Michelle Ogden & Company LLC Website, agree to the following: Proper investor advice depends upon a complete analysis of all facts and circumstances. The information available on and through this website is in the nature of general informational purposes and investor education, it is not investor advice. You cannot rely upon it as pertaining to your specific investment situation. Viewers of this website should consult their own financial advisors, legal counsel, certified public accountants and conduct their own due diligence before making any financial decisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities.  Michelle Ogden & Company LLC believes the sources to be reliable, however the accuracy and completeness of the information is not a guarantee. Viewers also understand that past performance is not a guarantee of future results and no investment strategy can guarantee profits or eliminate the risk of investment losses.

Legal Disclaimer

Privacy Policy