Insurance

Don’t let unexpected illness, medical emergencies or accidents derail your plan to reach financial freedom! In this section you will learn how insurance can help protect your financial plan.

Key Concepts

  • Understand the Purpose of insurance
  • Learn the different types of insurance
  • Shop and compare your options

Life Insurance Calculator

  • Life Insurance Calculator

  • Determine Lifestyle Need

  • Percentage of lifestyle attributable to the insured
  • Determine Income Needed from Portfolio

    Subtract other sources of income
  • Must be reliable, sustainable income
  • Add all other sources together and input here
  • Income Needed from Portfolio divided by 4.5%
  • 401k, Cash, Savings, etc.
  • Rounded to the next $100,000
    Price: $0.00