Insurance Needs Analysis

Annual Household Income

Survivor Income Need % 70%

Mortgage Balance

Other Debts

Children (for education fund)

Existing Life Coverage

Annual Income

Current Age

Existing Monthly DI Benefit

Annual Income

Mortgage

Existing CI Coverage

MoeMoney Exclusive — CDA credit analysis (ITA 89(1)(d))

Face Amount (Death Benefit)

Cash Surrender Value

Adjusted Cost Basis

Annual Premium

Years Held

Uses DIME method with real client data