Life Insurance  
Providing for your family in the event or your death is a fundamental of risk management. And life insurance benefits that replace your income may be one of the best ways to meet your family’s ongoing financial needs. This calculator is designed to help you estimate the amount of life insurance you would need to produce a sufficient income stream for your family.
     

What is your current income before taxes?

$

What percentage of this income will your family need?

%

For how many years will your family need this income?

What do you expect the rate of inflation to be over this time period?
Note: In recent years, inflation has been 3 percent.

%

What investment return do you expect your family to earn over this time period (0 percent to 10 percent)?

%

Enter the total of any one-time payments that your family will have. (e.g., funeral costs, future college costs, home mortgage, and any other debts you want the insurance to pay.)

$
 
   
   
Vantage Point Financial Services
100 Witmer Road, Suite 140 • Horsham, PA • 19044
Phone: 267-464-7500 • Fax: 267-464-7501
• info@vantagepointbank.com

Vantage Point Bank & Financial Services is independent of QCC and QAM.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in the state if the representatives and the BD or IA they represent (a) satisfy the qualifications requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. States approved in: AZ,CA,CT,DE,FL,IL,IN,MD,NC,NJ,NV,NY,PA,VA

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

 

Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Investment Products are not deposits of Vantage Point Bank, not FDIC insured; not insured by any federal government agency; not guaranteed by the bank; and may go down in value.

 

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