Financial Needs Analysis
Prepare for a Secure Financial Future
At Woman’s Life, a Trusted Fraternal Life brand, we understand that determining how much life insurance you need to protect your family's financial security can be challenging. That's why we created this needs analysis tool — so you can understand your needs and plan for the future with confidence. Whether your goals include paying off debt, providing funding for your children to go to college, ensuring your spouse can retire as planned, or simply covering funeral and other final expenses, life insurance can be a valuable planning tool.
If you’re planning for a financially secure retirement, a deferred annuity can be an effective tool to accumulate funds which can later provide you with a consistent stream of income you can never outlive.
The results and explanations generated by these tools are intended to help you estimate how much life insurance protection may be appropriate to protect your family's financial security or how much you may need to save for your financially secure retirement. By helping to identify your unique financial needs and priorities, a Representative can help you create a strategy to achieve your goals.
- Financial Needs Analysis Tool personalized recommendations
- Retirement Calculator achieve your retirement goals
The information and recommendations provided by these tools are general projections and not intended to offer any tax, legal, or financial advice. For a comprehensive analysis specific to your individual circumstances, we encourage you to share the results of your analysis with a Woman’s Life representative, or an appropriately licensed life insurance professional.
Woman’s Life is a Trusted Fraternal Life™ brand. Life insurance and annuities issued by Trusted Fraternal Life, Milwaukee, WI. Not available in all states.
