EXCEL Life Insurance Needs Worksheet

[edgar_gracia]

Would anyone happen to have access to a good one page EXCEL Life Ins needs worksheet? So I can just plug in the numbers on the computer and the figures will just be there for my clients..
Thanks

Edgar Gracia

 

[souldeux]

Would anyone happen to have access to a good one page EXCEL Life Ins needs worksheet? So I can just plug in the numbers on the computer and the figures will just be there for my clients..
Thanks

Edgar Gracia

Hey, I tried to make something that would do what you wanted. Try this out and let me know if you're happy with the results:

| Georgia Insurance Options (just click "life-needs-calculator)

I'm...not sure how well it works. Play with it for a little bit and see what you think.


Edit: I screwed up the formula - it displays a negative value for total life insurance needed. Just ignore the minus sign and run with it. Oh, and if a field is marked in red, that's one that will self-calculate - don't enter anything in those.

 

[westpac99]

Hey, I tried to make something that would do what you wanted. Try this out and let me know if you're happy with the results:

| Georgia Insurance Options (just click "life-needs-calculator)

I'm...not sure how well it works. Play with it for a little bit and see what you think.


Edit: I screwed up the formula - it displays a negative value for total life insurance needed. Just ignore the minus sign and run with it. Oh, and if a field is marked in red, that's one that will self-calculate - don't enter anything in those.

I did not find it anywhere on your website.... PLUS, the link is broken...

Thanks

 

[souldeux]

I did not find it anywhere on your website.... PLUS, the link is broken...

Thanks

Whoops. Try this:

Life Needs Calculator

Should just automatically download. Sorry about that!

(If that one's screwed up, too, PM me and I'll email it to you. For future reference, I begin drinking at 4:45 on Fridays)

 

[westpac99]

Whoops. Try this:

Life Needs Calculator

Should just automatically download. Sorry about that!

(If that one's screwed up, too, PM me and I'll email it to you. For future reference, I begin drinking at 4:45 on Fridays)

HAHAHA, which time zone? looks like you started early today!

Thanks, this link worked fine!

 

[souldeux]

HAHAHA, which time zone? looks like you started early today!

Thanks, this link worked fine!

Usually Eastern, but I tried Mountain on for size today...

 

[edgar_gracia]

Thanks for that worksheet... works great! I am new to this world of Insurance and I would appreciate whatever material you might have that might help me out... fresh out of college and hungry to make money again...

 

[jaredjb]

Excel and Printable Life Insurance Needs Worksheets!

Hey guys,

I know this was posted quite a while back, but I have a couple of resources that are right up this alley. I'm an insurance agent in Utah and have designed a printable life insurance needs worksheet and an excel-style auto-calculating life insurance needs analysis. Please feel free to use them to calculate you client's life insurance needs.

As a term of use, I do require that you don't change the spreadsheet in anyway, including the very small links at the bottom of the worksheets. The great thing about these worksheets is that they are very generic, in terms of there being no logos or real company branding.

So, agents, feel free to use them on your blogs, website(s) etc...

If you see anything wrong, or think they could be improved, please email me at jaredbalis@yahoo.com. Thanks!

Click the links below to download each worksheet/spreadsheet!

* Excel-Style Life Insurance Needs Worksheet
* Printable Life Insurance Needs Worksheet

Happy selling!

Jared Balis

 

[VolAgent]

Re: Excel and Printable Life Insurance Needs Worksheets!

Hey guys,

I know this was posted quite a while back, but I have a couple of resources that are right up this alley. I'm an insurance agent in Utah and have designed a printable life insurance needs worksheet and an excel-style auto-calculating life insurance needs analysis. Please feel free to use them to calculate you client's life insurance needs.

As a term of use, I do require that you don't change the spreadsheet in anyway, including the very small links at the bottom of the worksheets. The great thing about these worksheets is that they are very generic, in terms of there being no logos or real company branding.

So, agents, feel free to use them on your blogs, website(s) etc...

If you see anything wrong, or think they could be improved, please email me at jaredbalis@yahoo.com. Thanks!

Click the links below to download each worksheet/spreadsheet!

* Excel-Style Life Insurance Needs Worksheet
* Printable Life Insurance Needs Worksheet

Happy selling!

Jared Balis

Who is going to use a life insurance needs worksheet that has a link to another agent's site on it?

 

[carol369]

Good spreadsheets. Thanks!