How much life insurance do I need?
This calculator will help you determine how much coverage you should have to protect your family should something happen to you.
What is my life expectancy?
Use this basic calculator to help determine how many years you may need to plan for in retirement or how many years you may need to provide income to a surviving spouse or children.
What are my needs for burial and final expenses?
Funeral expenses can vary from several thousand dollars up to $15,000 and more, depending on the services you select. Use this calculator as a guideline to help estimate your burial and final expenses.
How much will I earn in my lifetime?
This calculator, designed to help you estimate how much you’ll earn before you retire, may surprise you with your own earning capacity.
What are the tax advantages of an annuity?
This calculator will help compare the tax advantages of saving in an annuity versus an account such as a CD where the interest is taxed each year.
How long will my current life insurance proceeds last?
You may think that you are adequately insured in the event of your death. It may surprise you how quickly the tax-free insurance proceeds may be depleted by your survivors’ income needs.
What is the future value of an annuity?
This calculator will help determine your annuity value in a given year and compare it to a taxable savings account like a CD.
Compare a taxable investment to a tax-deferred annuity
This analysis will help to compare the accumulation values and after-tax withdrawals of an investment being subject to income tax each year, versus deferring the tax until withdrawals occur as is common with tax-deferred annuities.
What is my potential estate tax liability?
In 2018 estates worth up to $11.2 million will be excluded from paying federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax liability.