Personal Financial Index® ( PFITM )

               

Step 6: Your Protection

Insurance : Your Protection

Other one time expenses (e.g. wedding, funeral)
Expected number of years you intend to support dependents
Expected average annual return on long term investments 7%
Expected average inflation rate 3%
Self purchased life insurance amount
Employer provided life insurance amount
Do you have long term disability ins. Yes: No: d
Do you have short term disability ins. Yes: No: d
Do you have an umbrella policy Yes: No: d
Do you have a Power of Attorney Yes: No: d
Do you have a revocable trust Yes: No: d
Do you have long term care insurance Yes: No: d
Do you have a Will Yes: No: d
Do you have a Living Will Yes: No: d

d = default values