1. Final Expenses Needs Analysis
Helps eliminate the Financial Burden associated with death
Funeral Merchandise $
Vault, Casket, Urn
Flowers, Hearse $
Funeral Service $
Embalming, Viewing
Cemetery Charges $
Plot, Opening/Closing
Monthly rent $____________
$______X___months
Light & Water bill $____________
$______X___months
Food Expense $____________
$______X___months
Unpaid bills $____________
Total needed for $____________
Final Expenses

2. Things you should know #1
Social Security pays only $255 as a benefit and only to qualified dependents
The VA final expense benefit is only $300 if one qualifies
An household Social Security income can be cut by as much as 50% with the death of a spouse #1
Insured:__________________________ age:____ Prem$__________
Natural Death: $________________
Accidental Death: $________________
Common Carrier Death:$________________
Cash and Loan values: Yes
Waiver of Prem: Yes__No__
Accidental Loss of Limb: Yes__No__ #2
Insured:__________________________ age:____ Prem$__________ #3
Child Rider Benefit: $____________on ea. Child Prem$_________
Issue ages 0-17 (till age 22)
Total $__________
Not Binding – Illustration Only