Sarah White

Sarah White

Representative

With over 10 years in the individual insurance industry, I am passionate about helping clients make the best decision for themselves and their families. Insurance can be a daunting process to manage on your own but I pride myself on educating my clients rather than pushing a product. 

When I am not working with clients, I have the privilege of being the mother to two wonderful sons and two beautiful daughters. You can usually find us at a local ball field, riding dirt bikes, cheering for the cards or playing outside.

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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