My Financial Elements CA
Call:604-805-0963
Menu
Home
About Us
Services
Insurance & Asset Protection
Life Insurance Calculator
Elder Care Planning
Mortgage Protection
Health & Travel
Group Plans
Investment & Retirement
Book
Contact Us
Get A Quote
Menu
Home
About Us
Services
Insurance & Asset Protection
Mortgage Protection
Health & Travel
Group Plans
Investment & Retirement
Book
Get A Quote
Contact Us
LIABILITIES & CASH NEEDS
Final Expenses (funeral costs, taxes, legal/executor, medical,etc)
Outstanding Debts / Loans
Mortgage/Rent (outstanding balance or 5 years rent fund)
Tuition Amount
Years
# of Children
Child Care/Home Needs
Amount ( Annually )
Years
Children
Other Cash Needs (emergency funds, bequests, etc)
Total Liabilities & Cash Needs
Future Home Needs
Family income needed after death ( Annually )
Partner's Employment Income ( Annually )
Annual CPP/QPP survivor/orphan income benefits
Gross annual income available
Annual income shortage/surplus
Amount of money needed to meet income shortage
Enter Years Needed
Total Money Required
ASSETS (USABLE BY FAMILY/PARTNER)
Savings
Registered investments
Tax free savings plan
Non-registered investments
Principal residence
Other real estate
Total life insurance (personal coverage)
Fill only if you want to liquidate
CPP/QPP death benefit
Other assets
Total Assets Available
YOUR LIFE INSURANCE NEEDS
Name
First
Last
Birthday
MM slash DD slash YYYY
E-mail
Smoker
Non-Smoker
Status
Male
Female
Phone Number ( Best Time to call )
