Calculator / Life insurance

Life Insurance Needs Calculator

Organize the obligations a life insurance benefit might help address. This educational estimate is free to use and does not ask for contact information.

Start with your assumptions

Use whole dollars. Leave a field at zero if it does not apply.

Methodology and limitations

The calculation is: (annual income × replacement years) + mortgage + other debt + future obligations + final expenses − existing life insurance − liquid assets intended for these needs. It is a planning framework, not individualized financial, tax, insurance, or legal advice.

Source: NAIC Life Insurance