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Free Tool

Life InsuranceNeeds Calculator.

Instantly calculate how much life insurance coverage your client needs. Enter their income, debts, and obligations to generate a personalized recommendation you can share right now.

Needs Analysis
Income & Employment
$
%
Debts & Obligations
$
$
$
Future Needs
$
Existing Coverage & Assets
$
$
$

Annual spouse income is multiplied by income replacement years as an offset to total needs.

LIVE RESULTS
Auto-updating
Recommended Coverage
$50,000
Coverage Gap$40,000
Total Needs
$40,000
Existing Resources
$0
Needs Breakdown
Final Expenses$15,000
Emergency Fund$25,000

Estimates only — not financial advice. Actual coverage needs vary by individual circumstances.

How It Works
Step 1

Enter Client Details

Input your client's income, outstanding debts, family obligations, and any coverage they already have. Every field has a sensible default to get you started.

Step 2

See Instant Results

The results panel updates live as you type. Total needs, coverage gap, and a recommended face amount are calculated automatically — no submit button required.

Step 3

Share With Your Client

Copy the full summary to your clipboard or print a clean report. Paste it directly into an email, a client portal note, or your CRM activity log.

Protect More Families

Help clients protect their families with CallBack CRM.

Run needs analyses, track follow-ups, and close more life insurance cases — all from one platform built for insurance professionals.