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Advisor Analysis Mode
Goals
Debt Management
Cash Flow
Emergency Fund
Education Funding
●
Retirement
●
Estate Preservation
Survivor Needs
●
Disability Needs
Survivor Needs
Annual income
Years of income: 15
Final expenses
Mortgage payoff
Debt payoff
Education fund
Existing savings
Existing life insurance
Investment return: 5.0%
Immediate cash needs
$563,000
Income replacement fund
$45,000,000
Coverage gap
$44,983,000
Your family would need
$45,563,000
in coverage to maintain their lifestyle for 15 years.