Compensation Strategies

Life Span Forecasting Game

Have you ever been curious to know your future life expectancy? Or worried about estate taxes and wondered how long you or your spouse might live? Or wondered if your investment portfolio will enable you to maintain your present life style during your retirement years? Or made plans for your spouse's financial security if you predecease her? 

All of these questions are affected by actuarial predictions of life spans, probabilities of early death or very long life, etc. Their financial dimensions are crucially influenced by your savings pattern, investment strategy, investment results and tax rates.

We have developed an actuarial model to forecast some of the answers that can assist in your personal financial planning. Just enter your personal information into the template shown below and submit the form to us for a quick reply.

(Our actuarial estimates will assume that you and your spouse are in good health today.)

Life Span Forecasting Game Data Entry Form

A. Facts

Name*

Company

Street Address

City

State

Zip

E-mail*

Phone*

Fax

Your date of birth*

mm/dd/yy

Your sex*

Your spouse's date of birth*

mm/dd/yy

Your current annual living expenses are*

Your investment portfolio's market value now is*

B. Educated Guesses:

Your anticipated age at retirement is*

The annual addition to your portfolio between now and your retirement is*

The long term future annual return on your portfolio will be*

%

The combined state & federal tax rate on your investments will be*

%

The future rate of inflation will be*

%

*Required response

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