Educational tools

Ohio household planning tools

Short worksheets for life insurance needs, retirement savings pace, and debt payoff timing — plus a guide on where to begin. Education only. Not a quote, illustration, or advice to buy.

D.I.M.E. educational estimate

How much life insurance? (Ohio estimate)

A simple worksheet using debts, income, mortgage, and education goals. Educational estimate — not a policy illustration or advice.

[D] Debts & final expenses

[I] Annual household income

Years of income to consider

[M] Remaining mortgage balance

[E] Number of children

Education goal per child

Existing life insurance (subtract)

Educational coverage estimate

$1,195,000

Educational estimate — not a policy illustration or advice. This number is a starting point for conversation, not what you should buy.

Debts & final expenses$25,000

Income (10 yrs)$850,000

Mortgage balance$270,000

Education goals$100,000

Existing coverage deducted−$50,000

Talk through this estimate with Olive or the World Financial Group Insurance Agency, LLC team.

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Questions? Call (937) 795-9877

When you finish a tool, you can book a conversation with Olive or the World Financial Group Insurance Agency, LLC team. Consent stays unchecked until you choose it. Call (937) 795-9877.