BASIC NEEDS Bundle

Planning tools for financial advisors working with newer or younger clients

Start My 14-Day Free Trial

Focus on a single—or multiple—insurance and investment needs

Quickly uncover your client’s financial situation, and propose solutions

Cash Flow

Review income and expenses to calculate discretionary income.

Debt Management

Calculate debt-to-earned-income ratio.

Emergency Fund

Set emergency fund savings goal based on monthly incomes.

Disability Coverage

Examine the impact of disability on  lifestyle, and how to replace income.

Education Funding

Examine ways to fund a future college education need.

Survivor Need

Assure lifestyle expenses in the effect of a premature death on the family.

Retirement Planning

Explore how income sources fulfill retirement income goals

Estate Preservation

Plan for ways to ensure a lasting legacy.

Products included in the Basic Needs Bundle:

Life Goals basic needs analysis software
LifeGoals

A goal based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.

Start 14-Day Free Trial Learn More About LifeGoals

Financial needs analysis tool
Financial Needs Analysis

A cash flow based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs.

 

Disability Insurance Lead Gen
Disability Insurance Lead Generator

A personalized lead generation site where prospects see for themselves the importance of disability insurance planning.

See a Sample Lead Gen Site

Includes a Digital Consumer Fact Finder

Save time on data entry by sending clients a link to your personalized, highly-secure consumer fact finder.

See a Sample Fact Finder Site

Start your 14-day Free Trial

Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.

Basic Needs Bundle

Monthly Subscription
$29.95/month
Start My Free Trial

Basic Needs Bundle

Annual Subscription
$299.50/annual
Start My Free Trial

Still have questions?

Bitnami