AVR Investment Advisory Service

advice4lifeinsurance.com  &  advice4retirement.com

Retirement Plans, Investment Management, Employee Benefits, Life & Disability Insurance

   
 
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Disability Insurance Needs Worksheet
 
 
Below are links to download a simple worksheet.  This worksheet is designed to help you determine how much of the income in your budget should be covered by disability insurance.

There are three files.  One is a pdf file that you can print out and fill in.  The other two are Excel files set up with simple formulas.  One is compatible with Excel 97, the other with Excel 2007.

This worksheet is not a comprehensive assessment.  For more information or questions, please feel free to
contact us.


Budget Worksheet (pdf)   Budget Worksheet (Excel)  Budget Worksheet (Excel 97-2003)

 

 

 

 

 

 

        

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Member FINRA, SIPC