Mathew and Tammy McCarthey Sample Plan Objective To provide sufficient income and capital should Mathew suffer an untimely death Assumptions Mathew passes away in 2008. Tammy's current age is 36 and Tammy's life expectancy is assumed to be 90 years for this analysis. Analysis Your present insurance is not adequate to fund your needs in the case Mathew passes away. You should provide for additional life insurance coverage of at least $255,583. Additional Comments

This Capital Needs Analysis is the Text report generated when you are in the Client Dies, Spouse Dies, Client Disables or Spouse Disables scenarios. This report is generated in MS Word and will graphically and numerically outline the client or spouse's insurance needs in the event of a premature death or disability. Since this report is generated in MS Word, you may edit the report to include what type of recommend ations and the associated costs, assumption or impacts these recommendations may have. In addition, Baalance Sheets, Cash Flow, and Income statements can be generated for each of the above listed scenarios and reflect the impact of each event.

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