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Team Cocco Financial Planning

Key Person Insurance Analysis

IFR Module 262 — Key Person Risk Assessment & Insurability Calculator

Total Asset Value
$0
Total Insured
$0
Key Person Value
$0
Key Person Gap
$0
Key Person Risk: All Assets of a business should be insured for their full replacement value against all forms of hazard and peril. Traditional Balance Sheet Assets are typically insured correctly through a variety of Property and Casualty coverage. Often overlooked is the daily contribution of key personnel which makes this group among the most valuable Assets a business can own.

Asset Insurance Assessment

Enter the replacement value and current insurance level for each business asset category. The assessment auto-calculates based on coverage adequacy.

Asset Category Replacement Value Current Insurance Assessment

Key Person Insurability

Enter each key employee's compensation and the annual factor (industry standard default: 7.5). The Level of Value equals Compensation multiplied by the Annual Factor. Enter current Key Person insurance to see the gap.

Key Person Compensation Annual Factor Level of Value Current Insurance Assessment
Total Key Person Insurability
$0
Total Level of Insurance
$0
Remaining Key Person Insurability
$0

Insurance Gap by Key Person

Balance Sheet Impact View

Key Person liability creates a hidden risk on the business balance sheet. Without adequate insurance, the unprotected value of key personnel appears as an unfunded liability, driving Owner's Equity negative.

Business Balance Sheet
Protection (Insurance) $0
Traditional Assets $0
Key Person Value $0
Less: Liabilities ($0)
Less: Unfunded KP Liability ($0)
Owner's Equity $0
Personal Balance Sheet
Personal Assets $0
Business Equity (from left) $0
Less: Personal Liabilities ($0)
Net Worth $0