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Nunnally Financial Services

2604 North Parham Road, Richmond, VA 23294
Ph: 804-747-1011 Ext 8139   Fx: 804-747-7645
Phone toll free: 1-800-296-1011

Free Quote | Products | Companies | About Us

Personal Financial Analysis

 

How much Insurance do you need?

This analysis will only take a few minutes to complete. It is designed to offer an estimate of YOUR insurance needs. Once this information is gathered, we can make an informed decision as to the TYPE and AMOUNT of Life Insurance that will fit YOUR PERSONAL NEEDS. I look forward to working with you.

Melvin B. Nunnally III, LUTCF

Preliminary Information

Name:
General Health:
Date of Birth:
Sex:
Smoker:
Tobacco Use of any kind:
       

Contact Information

Email Address:
Daytime Phone:
Evening Phone:
       

Cash Needs

Final Expensee

Emergency Fund
  • Final Medical & Hospital Costs
  • Funeral Expense
  • Attorney / Executor Fees
  • Probate Costs
  • Estimate 30-50% of annual income
  • Major Home Repairs
  • Auto Repairs
  • Medical Emergencies

 
Total Need:

Total Need:
         

Mortgage Balance

Debt Repayment

 
Balance:
Auto / Boat Loan:
(balance)
 
Yrs Remaining:
Monthly Pymt:
 
Monthly Pymt:
   
     
Home Equity Loan:
(balance)

Educational Fund
Monthly Pymt:
Cost of 4 yr degree in today's dollars:
Credit Cards:
(balance)
times Number of children:
Monthly Pymt:
equals Total Need:
   
       

Income Needs

$100,000 @ 5% generates $5,000 annual income without using principal.
Use a rate of return with which you are comfortable.
Annual Income Needed:
Income Needs:
Rate of Return:
%
Cash Needs:
Principal necessary
to generate income:

(Need divided by rate of return)
Total Needs:
(Income Needs + Cash Needs)
Life Insurance:
(Amt of Ins curently owned)
Additional Life
Insurance Need:

(Total Needs - Life Ins)
Securities offered through
Transamerica Financial Advisors, Inc.
A registered Broker/Dealer
1150 South Olive
Los Angeles, California 90015
Member NASD & SIPC
For Information on other areas of your financial planning, please indicate the areas of interest below. I will be in toouch with you normally within 2 business days.

 

 Health Insurance
Disability Income Insurance
Long Term Care Insurance
Equity Products
Other
Click the Submit Button one time only.
The submittal process may take a moment
depending on your connection speed.
         
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