Final Expenses Needs Analysis

1
Final Expenses Needs Analysis Helps eliminate the
Financial Burden associated with death
Funeral Merchandise 3000
Vault, Casket, Urn
Flowers, Hearse 1000
Funeral Service
2100 Embalming, Viewing
Cemetery Charges 400 Plot,
Opening/Closing
Monthly rent ____________ ______X_
__months
Light Water bill ____________ ______X__
_months
Food Expense ____________ ______X___m
onths
Unpaid bills ____________
Total needed for ____________ Final
Expenses
2
Things you should know

• Social Security pays only 255 as a benefit and
  only to qualified dependents
• The VA final expense benefit is only 300 if one
  qualifies
• An household Social Security income can be cut by
  as much as 50 with the death of a spouse
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• 1
• Insured__________________________ age____
  Prem__________
• Natural Death ________________
• Accidental Death ________________
• Common Carrier Death________________
• Cash and Loan values Yes
• Waiver of Prem Yes__No__
• Accidental Loss of Limb Yes__No__
• --------------------------------------------------
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• 2
• Insured__________________________ age____
  Prem__________
• Natural Death ________________
• Accidental Death ________________