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Musashi and Rina Yamato 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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Musashi and Rina Yamato have completed Step 1 of their needs analysis worksheet and determined that they need $2,418,000 to maintain the projected lifestyle of Rina (age 41) and their two children (ages 7 and 11) in the event of Musashi's (the primary earner's) death. The Yamatos also have certain financial resources available after Musashi's death, however, so their life insurance needs are lower than this amount. If Musashi dies, Rina will be eligible to receive Social Security survivors' benefits-approximately $3,500 a month (542,000 a year) until the youngest child graduates from high school in 9 years. After the children leave home, Rina will be able to work full-time and earn an estimated $52,000 a year (after taxes) until she retires at age 65. After Rina turns 65, she'll receive approximately $3,100 a month ($37,200 a year) from her own Social Security and retirement benefits. The life expectancy for a woman within Rina's demographic is 87. The couple has also saved $60,000 in a mutual fund, and Musashi's employer provides him a $100,000 life Insurance policy. Using this information, complete Step 2 of the needs analysis worksheet to estimate their total financial resources available after death. (Note: If the value of a certain entry is zero, be sure to enter "o* to receive credit.) Life Insurance Needs Analysis Worksheet (Part 2) Step 2: Financial Resources Available After Death 1. Income Period 1 Period 3 Period 2 $0 $0 $42,000 $0 $ $0 $0 $0 $37,200 $42,000 $ a. Annual Social Security survivors' benefits b. Surviving spouse's annual income c. Other annual pensions and Social Security benefits d. Annual income (1a + 16 + 1c) e. Number of years in time period 1. Total period income (10 x 1e) 9. Total income 2. Savings and investments 9 9 15 22 $378,000 $ $1,976,400 $ 3. Other life insurance $ 4. Other resources $0 Total financial resources available (1g + 2+ 3+ 4): $2,136,400 Finally, to determine the value of life insurance Musashi and Rina should purchase, complete Step 3 of the needs analysis method by subtracting the total financial resources available from the total financial resources needed. Step 3: Additional Life Insurance Needed Total financial resources needed (from Step 1) $2,418,000 Total financial resources available (from Step 2) $2,136,400 Additional life insurance needed: $ True or False: Alternatively, the Yamatos could have estimated their life insurance needs using the multiple-of-earnings method, a more complicated but more accurate method than the needs analysis. True o False

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