Widows / Family Income

Sometimes, one just doesn’t have enough time to accumulate capital to provide for the family due to a premature death. The Widow/ Family Income planning tool allows a financial professional to easily determine the amount of capital required to provide for family income during the dependency period and beyond under various assumptions.

You’ll learn how to input the few variables and then watch the Excel Spreadsheet create the output that the client will value (see the chart below).

Contact us at (949) 544-2500 or register online to become a member of TheSolomonSchool and gain access to our intellectual capital.