EXCEL Life Insurance Needs Worksheet

edgar_gracia · 05-15-2009, 12:30 PM

Would anyone happen to have access to a good one page EXCEL Life Ins needs worksheet? So I can just plug in the numbers on the computer and the figures will just be there for my clients..
Thanks

Edgar Gracia

souldeux · 05-15-2009, 04:40 PM

Originally Posted by edgar_gracia

Would anyone happen to have access to a good one page EXCEL Life Ins needs worksheet? So I can just plug in the numbers on the computer and the figures will just be there for my clients..
Thanks

Edgar Gracia

Hey, I tried to make something that would do what you wanted. Try this out and let me know if you're happy with the results:

| Georgia Insurance Options (just click "life-needs-calculator)

I'm...not sure how well it works. Play with it for a little bit and see what you think.

Edit: I screwed up the formula - it displays a negative value for total life insurance needed. Just ignore the minus sign and run with it. Oh, and if a field is marked in red, that's one that will self-calculate - don't enter anything in those.

westpac99 · 05-15-2009, 05:04 PM

Originally Posted by souldeux

Hey, I tried to make something that would do what you wanted. Try this out and let me know if you're happy with the results:

| Georgia Insurance Options (just click "life-needs-calculator)

I'm...not sure how well it works. Play with it for a little bit and see what you think.

Edit: I screwed up the formula - it displays a negative value for total life insurance needed. Just ignore the minus sign and run with it. Oh, and if a field is marked in red, that's one that will self-calculate - don't enter anything in those.

I did not find it anywhere on your website.... PLUS, the link is broken...

Thanks

souldeux · 05-15-2009, 05:12 PM

Originally Posted by westpac99

I did not find it anywhere on your website.... PLUS, the link is broken...

Thanks

Whoops. Try this:

Life Needs Calculator

Should just automatically download. Sorry about that!

(If that one's screwed up, too, PM me and I'll email it to you. For future reference, I begin drinking at 4:45 on Fridays)

westpac99 · 05-15-2009, 07:37 PM

Originally Posted by souldeux

Whoops. Try this:

Life Needs Calculator

Should just automatically download. Sorry about that!

(If that one's screwed up, too, PM me and I'll email it to you. For future reference, I begin drinking at 4:45 on Fridays)

HAHAHA, which time zone? looks like you started early today!

Thanks, this link worked fine!

souldeux · 05-15-2009, 08:05 PM

Originally Posted by westpac99

HAHAHA, which time zone? looks like you started early today!

Thanks, this link worked fine!

Usually Eastern, but I tried Mountain on for size today...

edgar_gracia · 05-18-2009, 02:50 PM

Thanks for that worksheet... works great! I am new to this world of Insurance and I would appreciate whatever material you might have that might help me out... fresh out of college and hungry to make money again...