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.
  • Hidden
  • Rounded to the next $100,000
    Price: $0.00