Life Insurance  
Providing for your family in the event or your death is a fundamental of risk management. And life insurance benefits that replace your income may be one of the best ways to meet your family’s ongoing financial needs. This calculator is designed to help you estimate the amount of life insurance you would need to produce a sufficient income stream for your family.
     

What is your current income before taxes?

$

What percentage of this income will your family need?

%

For how many years will your family need this income?

What do you expect the rate of inflation to be over this time period?
Note: In recent years, inflation has been 3 percent.

%

What investment return do you expect your family to earn over this time period (0 percent to 10 percent)?

%

Enter the total of any one-time payments that your family will have. (e.g., funeral costs, future college costs, home mortgage, and any other debts you want the insurance to pay.)

$
 
   
   
Bridge Valley Financial Services, LLC.
PO Box 383 • Furlong, PA • 18925
Phone: 215-598-9460 • Fax: 215-598-9462
• ADUTTON@NEWBRIDGESECURITIES.COM

 

Disclosure Statements:

Securities offered through Newbridge Securities Corporation. Austin Dutton  is an Investment Advisor Representative with Newbridge Financial Services Group, Inc., the Investment Advisory Division of Newbridge Securities Corporation, an SEC Registered Investment Advisor and Broker Dealer, Member: FINRA/SIPC. Investment Advice and Securities are offered through Newbridge Securities Corporation. This website should not be deemed as an offer or solicitation in states where the investment advisor representative is not registered to provide services. Specific recommendations can only be based on review of client’s individual investment objectives upon request and with client’s review of appropriate offering documents. Prior performance is no guarantee of future results.

Legent Clearing is a member of the Securities Investor Protection Corporation (SIPC), which provides coverage for accounts up to $500,000 (including up to $100,000 in cash), per client as defined by SIPC rules.  Legent Clearing policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $900,000 in cash) per client as defined by SIPC rules.  With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including $1 million for cash balances.  This coverage does not protect against loss of market value of securities.

Dorsey Wright & Associates is an independent and privately owned registered investment advisory firm providing subscription only research.  The foundation of all services from DWA is based on the Point & Figure method of technical analysis. DWA is a world leader in supplying technical research services to the financial services industry.  DWA is not affiliated with Newbridge Securities or Legent Clearing.

Should you leave this site via a link contained in the site, you do so at your own risk. The content, to which you link will not have been developed, checked for accuracy, or otherwise reviewed by Newbridge Securities Corporation. Newbridge Securities Corporations does not warrant or make any representations regarding the use, or the results of the use of the materials in those sites in terms of their correctness, accuracy, or reliability.

 

 

 



 

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