Establish target family income needs and determine which financial obligations will be satisfied in the event of a premature event
Determine if any assets and existing life insurance will be available to meet ongoing financial obligations
Calculate the difference between the family income needs and financial obligations, and the current assets and existing life insurance available to meet those needs; purchase additional life insurance if there is a gap
Watch our myMoneyGuide overview to learn more about this online guided financial planning experience.
The investment products sold through LPL Financial are not insured Seacoast Bank deposits and are not FDIC insured. These products are not obligations of the Seacoast Bank and are not endorsed, recommended or guaranteed by Seacoast Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.