RTR Advisory

Links

- Client Profile
- Personal Blueprint
- Business Blueprint
- Client Risk Profile
- Insurance Blueprint

Life Insurance Blueprint

Printer Friendly Version Printer Friendly


Submit To:

Client Name (self)

Client Name (spouse)

Telephone:

*E-mail Address:  
What is your current total life insurance value?

Self: $

Spouse: $

How much will be needed at death to meet your immediate obligations?
Funeral Expenses

Self: $

Spouse: $
Loans (e.g. Car, School)

Self: $

Spouse: $
Credit Cards/Lines of Credit

Self: $

Spouse: $
Mortgage Debt?

Self: $

Spouse: $
Education Funding

Self: $

Spouse: $
Emergencies

Self: $

Spouse: $

How much income is needed to sustain your survivors?
Annual Income Needed After Tax?

Self: $

Spouse: $
For how many years?

Self:  

Spouse:  

Current Financial Assets to Assist in Loss of Income
What is your home value? $
What is the value of your RRSP?

Self: $

Spouse: $
What is the value of your pension?

Self: $

Spouse: $
What is the value of any other investments?

Self: $

Spouse: $

* Fields are required.