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Life Insurance Calculator

from Brodbeck Porter Insurance Agency

by Bob Brodbeck on Jan 11, 2018

Life Insurance Calculator

Copy these questions and answer to the body of an email & send them to . We will send you a complete Life Insurance Needs Analysis within 24 hours with quotes. Then we can discuss what policy is right for you!

  1.  What is your name (Or applicant)?

  2. How old are you (Or applicant)?

  3. Do you have a spouse or partner?

  4. Do you have any children?

    1. If Yes, do you want to contribute to any of your children’s higher education?

    2. If Yes, how many do you have and how old are they?

    3. What type of education? (Community, Public, or Private)

  5. How much would you need for final expenses (This covers the funeral/medical expenses. Average is $15K today—But you made need more.)?

  6. What is your personal annual income (This is confidential, we use this to determine your monthly expenses)?

  7. Do you have a mortgage? If Yes, How much do you owe?

  8. Do you have any student loans? If Yes, what amount or debt are you responsible for?

  9. Do you have any other debt? If yes, how much debt do you have? (Credit Card, Auto Loans, Personal Loans, Etc.)

  10. How much would your family need for monthly expenses? (Consider things like food, utilities, transportation, vacations, etc.)

  11. Would you like to leave an inheritance or charitable gift? If Yes, how much?

  12. How much do you already have in Life Insurance? (Example may be a policy provided by your employer)

  13. Do you have any other assets that could be used to cover expenses? (Savings Accounts, Stocks, Bonds, CDs, etc.) If Yes, how much?


Thank you for answering these questions! You are taking the first step to providing financial stability for your family in the event something happens to you. We will send a complete evaluation over to you in the next 24 hours, at that point we can discuss your best options for affordable Life Insurance!

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Cincinnati, Ohio 45230
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