Run the numbers

Seven calculators for the meeting.

The questions agents and advisors get asked across a table, built to run on a phone between meetings. Every result is a link you can send, a summary you can paste, and a thread you can ask the room about.

Coverage

Life insurance needs

The first number every agent has to put on the table. Income to replace, the mortgage, college, a legacy, and how long each one lasts.

Planning

Retirement income

The planning meeting in one screen: what the savings become, what that pays each month, and the gap if there is one.

Case design

Term versus permanent

The objection every life case meets. The premium gap, invested like for like, next to the death benefit and the illustration, so the conversation is about numbers.

Income

Income from a lump sum

The rollover, the sale, the inheritance, the annuity comparison. "How much a month, and for how long?"

Distributions

Required minimum distribution

Every client past the start age, every year. This year's number from the IRS table, the tax on it, what is left to spend, and the years ahead.

Retirement

Social Security timing

The question every pre-retiree asks first. 62, full retirement age, or 70, with the break even ages on the same screen.

Retirement

Social Security estimate

No statement on hand? A rough full retirement age benefit from the earnings record, then one tap into the timing calculator.

An estimate under the assumptions listed, computed on this page from what you typed. Not a projection, a quote, an illustration or a guarantee. Educational content only. Nothing here is individual financial, tax, insurance or legal advice, and nothing here is an offer or a recommendation of any product or strategy. Rates, tax rules and product terms change; check them before you rely on a number. BlackCase App is a software product that connects people with licensed financial professionals. It is not an insurance company, a broker-dealer, or a registered investment adviser.