Suitability Check

Life insurance affordability record

Client details

Client file reference

Use a file number. No name is needed and none is stored.

Age

Tobacco

Annual income (gross) Monthly living expenses Total debt balance

Mortgage, auto, cards, student loans — balances, not payments.

Coverage requested

Coverage in force

Policy type Annual premium

Enter the real quoted premium when you have one. Blank uses an indicative estimate.

Everything you type stays in this browser. The page makes no network requests of any kind — open it from your desktop with the Wi-Fi off and it works identically. Nothing is uploaded, logged, or shared. Saved records are held in this browser's own storage, on this machine only — use Delete all to remove them, and don't keep client figures in the index on a shared computer.