Needs Analyzer

Disclaimer and Notice: Results of a Needs Analyzer will only give a rough estimate of potential insurance needs. Clients should contact our office, complete a Fact Finder and discuss their particular goals with an agent.

Best Time To Call(Required)

ie. $50,000 / year
ie. 45%
Examples: Until age 65, until age 80, until children have finished post secondary school, until mortgage is paid
What rate of return would you expect from a conservative investment portfolio over a 30 year period? ie. 4%
What do you expect the average inflation rate to be over the next 30 years? ie. 2%
Examples: your car payment, your car insurance, memberships, and leisure expenses. ie. 40%
Is there any additional info you would like to include?
This field is for validation purposes and should be left unchanged.