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Charles and Dina Frank have completed Step 1 of their needs analysis worksheet and determined that they need $2,418,000 to maintain the projected lifestyle of

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Charles and Dina Frank have completed Step 1 of their needs analysis worksheet and determined that they need $2,418,000 to maintain the projected lifestyle of Dina (age 38) and their two children (ages 8 and 10) in the event of Charles's (the primary camer's death. The Franks also have certain financial resources available after Charles's death, however, so their life insurance needs are lower than this amount If Charles dies, Dina will be elgible to receive Socal Secuinty survivors benefits-approximately $3,800 a month ($45,600 a year) untithe youngest child graduates from high school in 10 years. After the children leave home, Dina will be able to work full time and eam an estimated $38,000 a year after taxes) until she retires at age 65. After Dina tums 65, she'l receive approximately $3,200 a month ($38,400 a year) from her own Social Security and retirement benefits. The We expectancy for a woman within Dina's demographic is 87. The couple has also saved $60,000 in a mutual fund, and Charles's employer provides him a $100,000 Ife insurance policy Using this information, complete Step 2 of the needs analysis worksheet to estimate their total financial resources avantable after death, (Note: If the value of a certain entry is zero, be sure to enter to receive credit) Life Insurance Needs Analysis Worksheet (Part 2) Step 2: Financial Resources Available After Death 1. Income Period 2 Period 3 $0 Period 1 $45,600 SO $0 a. Annual Social Security survivors' benefits 50 $38,400 $0 $0 $45,600 10 22 17 b. Surviving spouse's annual income c. Other annual pensions and Social Security benefits d. Annual income (1a + 1b + 1c) e Number of years in time period 1. Total period income (10 x le) g. Total income Fundinvestments $456,000 5 $1,946,800 C $ $45,600 10 17 22 $456,000 "5 TUU LITE d. Annual income (1a + b + 1c) e Number of years in time penod F. Total period income (1d x 1e) 9. Total income 2. Savings and investments 3. Other We insurance 4. Other resources Yo tal financial resources salable (19+243 + 4); $1.945,800 5 30 $2,100,000 Finally, to determine the value of leisurance Charles and Dina should purchase, complete Step 3 of the needs analysis method by subtracting the total financial resources available from the total hinancial resources Rended Step 3: Additional Life Insurance Needed Total financial resources needed (from Step 1) $2,418,000 Total financial resources available (troen Step 2) $2,106,800 Additional e insurance needed: True or False: Alternatively, the Franks could have estimated the erance needs using the multiple of earnings method, les comatut less accurate method than the needs analysis Orale

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