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.)

$
 
   
   
SWBC Wealth Management
9311 San Pedro, Ste 600 • San Antonio, TX • 78216
Phone: 210.525.1241
866.454.8582		 • Fax: 210.525.9461
• Investments@swbc.com

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Company is a Registered Investment Advisor.  Neither SWBC Investment Services, LLC nor the financial professional provide tax advice. Please consult your tax professional for tax advice. 

 
 

Supervisory Office:
David B. Craig, ChFC
Compliance Supervisor
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   I San Antonio, TX  78216
(210) 321-7296  Office I (210) 525-9461  Fax

invcompliance@swbc.com