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Lisa Calvert

Lisa Calvert

Lisa Calvert

Agency Coordinator

I am passionate about helping families build and protect their financial futures as a 11-year associate with Transamerica. I pride myself on delivering exceptional customer service rooted in trust and care. My faith guides my life, with God, family, and work at the center of all I do. I’m happily married to a wonderful husband and am blessed with two beautiful children and three amazing grandchildren. Outside of work, I love cooking and baking, cheering on college basketball, playing and watching golf, enjoying movies and music, traveling, and continually learning new things.

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Needs Analysis

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The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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