Luke Rose

Luke Rose

Representative

I’ve built my career in the financial services industry with Transamerica, where I’ve had the opportunity to grow both personally and professionally. Over the years, I’ve developed a deep passion for leadership and creating space for others to succeed. Helping clients reach their goals and supporting the growth of my team continues to be incredibly rewarding.

I graduated from Asbury University in 2014 with a degree in Business, and outside the office, life is all about family. I’m a proud dad to two amazing kids, Ayden and Stevie. Whether we’re spending time on the golf course or just enjoying the little moments, they’re the reason behind everything I do.

Needs Analysis

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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