Disability Income Insurance  

If you were to become disabled due to an illness or injury, how would your cash flow be affected? Would you have enough income to meet monthly expenses? This calculator can help you estimate your need for income protection in the event you become disabled.

     

What are your current monthly expenses?

$

How much additional monthly expenses might you have if you were disabled?
(E.g., COBRA premiums, nursing care, etc.)

$

What is your estimated monthly income during an extended disability?

$

What monthly funds are available from other/retirement assets?

$
 
   
   
Tricia J. Philipson, MBA, CDFA
San Ramon Meeting Location:
American Investors Company
2682 Bishop Drive, Ste. 123


 • San Ramon, CA • 94583
Phone: 925-820-1865 • Fax: 925-820-1865
www.philipsonfinancialservices.com • tphilipson@aicrep.com

Tricia J. Philipson is  a Registered Principal  offering Securities & Advisory Services  through American Investors Company, Member FINRA/SIPC, Registered Investment Advisor.  Branch Location: 2344 Saddleback Drive, Danville, CA 94506. In this regard, this communication is strictly intended for individuals residing in the state of California.. No offers may be made or accepted from any resident outside California.


IMPORTANT CONSUMER INFORMATION:



A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.



For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.