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INSURANCE ADVISOR
INFORMATION

LIFE INSURANCE
CALCULATOR

PRIVACY POLICY
DELTA TRUST
INSURANCE, INC.

Is your family well protected? Our Life Insurance Calculator allows you to reevaluate current coverage and determine if you have the right amount.

Please use numbers only, no commas when completing fields.

STEP 1. EVALUATE YOUR INCOME AND ASSETS
What is your current income?

$

How many years will your spouse need your annual income?

 

Current investment income (Rental Properties, Dividends, Annuities, etc.)

$

Existing liquid assets - All assets that can be turned into cash within 3 months
(We recommend you not liquidate retirement accounts due to tax penalties)

$

The amount of your existing life insurance coverage:

$

 

STEP 2. EVALUATE YOUR DEBTS AND EXPENSES
Outstanding mortgage balance:

$

Outstanding loans:

$

Final expenses: (Medical, Funeral, Taxes)

$

 

STEP 3.EVALUATE YOUR CHILD SUPPORT AND COLLEGE EXPENSE

Child: Monthly child cost: Years child will require support: College expenses:
1 $ years
2 $ years
3 $ years
4 $ years
5 $ years

Additional Recommended Life Insurance: $

Request Information

Insurance products and annuities sold through Delta Trust Insurance Agency, Inc. are underwritten by unaffiliated insurance companies, the performance of which is not guaranteed by Delta Trust Insurance Agency, Inc. The bank may not condition an extension of credit on our purchase of an insurance product or annuity from the bank or any of its affiliate.

Insurance products are not a deposit or obligation of, or guaranteed by, the bank or an affiliate of the bank.

Not a Deposit. Not FDIC-Insured. Not Insured by any Federal Government Agency. Not Guaranteed by the Bank. May Go Down In Value.

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