Life Goals
A goal based analysis of your client’s basic needs
Includes a digital consumer fact finder
Includes a personalized disability insurance lead gen site
Cash Flow
Review income and expenses to calculate monthly 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 the family’s lifestyle, and ways to replace lost income.
Education Funding
Examine estimated education costs and possible ways to fund a future college education need.
Survivor Need
Examine immediate cash needs to assure lifestyle expenses in the effect of a premature death on the family.
Retirement Planning
Explore how retirement income sources fulfill retirement income goals—when will the money run out?
Estate Preservation
Explore how retirement income sources fulfill retirement income goals—when will the money run out?
You control what’s presented based on your client’s unique situation
Focus on a specific needs
Focus on multiple needs
Presentations show the benefits of each recommendation to your clients
Graphics make concepts easy to understand
A compelling presentation shows needs and how to solve them
When clients can see the benefits, they take your recommended actions
Keep clients engaged with a professionally designed presentation
Any good needs program can calculate and show needs. You need a program that effectively shows your clients:
Their Needs
Their recommended solutions
The benefits of those solutions
INCLUDES A DISABILITY INSURANCE LEAD GEN SITE
Prospects will see for themselves the need for disability insurance planning
DI Lead Gen is an interactive consumer site that illustrates the need for disability insurance planning—your site will include your personal contact information, and you’ll be notified whenever a new prospect walks through your site.
You get a unique URL to send to clients
Clients see a personalized summary illustrating a need for disability planning
You’re notified of the new lead whenever a prospect walks through the site
INCLUDES A Digital Consumer Fact Finder
Clients can enter their own information with your online consumer fact finder.
Your LifeGoals subscription includes an easy-to-use and highly interactive fact finder site.
You get a unique URL to send to clients
Clients can enter data before your appointment
Data easily imports into Life Goals
Start your 14-day Free Trial
Try it now, risk free. Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.
Use Life Goals to start a comprehensive financial plan, or to focus on one or two goals individually.
Life Goals
Monthly SubscriptionIncludes a personalized disability lead gen site
Life Goals
Annual SubscriptionIncludes a personalized disability lead gen site
Like Social Security Pro, this product is one of the Web-based, conceptual products in the PlanFacts series. Complete, stand-alone functionality that also works with all PlanFacts products. PlanFacts products are easy-to-use, Web-based, point-of-sale applications. LifeGoals requires little or no training to get started. Intuitive features make it easy to collect and analyze client data, motivate clients to take action, and monitor their progress.
