Insurance Needs Calculator

Analyze your life, disability, and health insurance needs to ensure comprehensive financial protection for you and your family.

Personal Information

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Financial Details

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Children & Education

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Insurance Preferences

Percentage of income to replace if disabled

Life Insurance Analysis

$3,108,428.959
Human Life Value
$267,000
Needs Analysis
$1,865,057.376
Recommended Coverage
$1,765,057.376
Coverage Gap

Immediate Needs

Final Expenses: $15,000
Emergency Fund: $2,000
Mortgage: $200,000
Other Debts: $50,000

Future Needs

Education Costs: $100,000
Income Replacement: $2,250,000

Existing Assets

Savings: $50,000
Life Insurance: $100,000

Estimated Annual Premium

$932.529

Based on term life insurance for 20 years coverage

Disability Insurance Analysis

$3,750
Monthly Benefit
60%
Income Replacement
$1,500
Estimated Annual Premium

Disability Insurance Features

Benefit Period: to age 65
Elimination Period: 90 days
Monthly Expenses: $4,500
Coverage Ratio: 83%

Risk Assessment

High
Risk Level
4
Total Dependents
24.9x
Income Multiple

Increase life insurance coverage by $1,765,057.376

Consider term life insurance for cost-effective coverage

Build emergency fund by $2,000

Health Insurance Considerations

$12,000
Annual Premium
$5,000
Deductible
$8,000
Out-of-Pocket Max

Health Insurance Tips

  • • Consider HSA-eligible high-deductible plans for tax advantages
  • • Ensure adequate coverage for family members
  • • Review network providers and prescription coverage
  • • Plan for potential medical emergencies and chronic conditions

Understanding Insurance Needs

Life Insurance

Human Life Value

Present value of future earnings that dependents would lose if you died.

Needs Analysis

Calculate specific financial needs including debts, expenses, and future costs.

Term vs Permanent

Term is cheaper for temporary needs; permanent provides lifelong coverage and cash value.

Disability Insurance

Income Protection

Replaces 60-80% of income if you become unable to work due to illness or injury.

Short vs Long Term

Short-term covers 3-12 months; long-term can provide benefits until retirement.

Own Occupation

Best coverage pays if you can't perform your specific job, not just any job.

Health Insurance

Coverage Types

HMO, PPO, EPO, and HDHP each offer different cost and flexibility trade-offs.

Deductibles

Higher deductibles mean lower premiums but more out-of-pocket costs when you need care.

HSA Benefits

Health Savings Accounts offer triple tax advantages with high-deductible plans.