Insurance Planning Workbook

Insurance Planning Workbook

  • $24.00


Organize your insurance policies and determine whether your coverage is adequate with this insurance planning spreadsheet. 

This spreadsheet focuses on:

  • analyzing & organizing your current insurance policies
  • determining whether your policies will adequately cover related losses
  • calculating how much life insurance & disability insurance you need

This workbook is completely and easily customizable. All formulas, cells, rows, columns, etc. are viewable and editable. 

This is included in the Personal Finance Bundle workbook that covers everything from cash flow, debt management, income tax planning, retirement and college planning, and more! The bundle integrates the cash flow throughout the year with the life insurance and disability insurance calculations to minimize manual entry and make it fast and easy! Check that bundle out here.