Final Expense Plan  
Mortgage Remaining   How much money would your family need to cover
Other Debts (Credit Cards, Loans, etc.)   expenses if you passed away suddenly?
Emergency Fund   
Survivors Annual Income Needs   Cash Needs:
Years Needed   Present Value of Income Needs:
Assumed Rate of Return   Total Funds Needed:
Current Savings   Funds available:
Investments & Other Assets (that could be sold)   Current Life Insurance in place:
Current Life Insurance on Deceased   Total Funds Available:
Current Cost for Nursing Home Expenses    
(Average stay in a Nursing Home is 3 years)   Potential Cost for Nursing Home:
  Additional Insurance Needed: