Sample Plan (Full Plan - all modules) - Ativa

Total annual income sources Less annual expenses Annual income surplus/shortage $ 89,000 $ 79,503 $ 9,497 $ 71,000 $ 79,503 $ -8,503 Estate Planning ... Term Life Policy Transamerica Client life insurance Term Life Policy Transamerica company insured Client $500,000 $400,000 company insured Dofasco Inc. Client Long term disability London Life ...