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Life Insurance
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Death Benefit
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Term
Universal
Whole
Disability
9. Current
Monthly Income $
10. Monthly Income
Needed $
11. Waiting Period
30 Days
60 Days
90 Days
12. Period of Time
for Income
3 Years
5 Years
To Age 65
13. Inflation
Protection?
Yes
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Long Term Care
Insurance
14. Monthly
Benefit Amount $
15. How Long a
Waiting Period?
30 Days
60 Days
180 Days
16. Criteria to
Qualify for Benefits:
Medical
Necessity
Activities
of Daily Living
Cognitive
Impairment
17. Inflation
Protection?
Yes No
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