Tools & Calculators

Life Insurance Needs Calculator


How much life insurance do you need? Enter your current assets, expenses, income and let us determine how much life insurance you need. You can also adjust the inflation rate and your expected rate of return to see how these variables can impact your insurance needs. Press the report button to see a year by year breakdown of your family’s future income and expenses.

Use the Life Insurance Needs Calculator

Disability Needs Calculator

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One of the most common causes of income loss is through a disability. While most disabilities cause only temporary loss of income, any income loss can be devastating if you are not financially prepared. This calculator helps you determine how much disability insurance you may need to cover expenses during such a disability.

Use the Disability Needs Calculator

Retirement Planning Calculator

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Do you know what it will take to secure an enjoyable retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.

Use the Retirement Planning Calculator

Life Expectancy Calculator

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How much you need for retirement depends a great deal on how long you expect to live. This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

Use the Life Expectancy Calculator