Focus on a single—or multiple—insurance and investment needs
Quickly uncover your client’s financial situation, and propose solutions
Review income and expenses to calculate discretionary income.
Calculate debt-to-earned-income ratio.
Set emergency fund savings goal based on monthly incomes.
Examine the impact of disability on lifestyle, and how to replace income.
Examine ways to fund a future college education need.
Assure lifestyle expenses in the effect of a premature death on the family.
Explore how income sources fulfill retirement income goals
Plan for ways to ensure a lasting legacy.
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 Generator
A personalized lead generation site where prospects see for themselves the importance of disability insurance planning.
Includes a Digital Consumer Fact Finder
Save time on data entry by sending clients a link to your personalized, highly-secure consumer fact finder.
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