WHERE NEW BUSINESS BEGINS: Our Needs Analysis software helps agents demonstrate the need for coverage by generating clear illustrations that not only reveal results but put them in perspective through the presentation of values and graphs.
COMPONENTS:
- Survivor: Determines the amount of Life Insurance needed to meet the needs of survivors
- Retirement: Determines the ongoing level of investment required to provide desired retirement income
- Education: Determines savings required to pay for college
- Disability: Determines the amount of Disability Insurance needed to provide income following disability
- Fact Finder: Gathers and saves general information about client, family, and finances for use in Needs Analysis illustrations
FEATURES:
- Social Security benefits generally play an important role in providing survivor or retirement income. Social Security benefit amounts may be entered manually or automatically estimated by the system.
- Components can be integrated into our Insurance Desk illustration system or used as a stand-alone system. When integrated with Insurance Desk, results feed directly into life insurance or annuity proposals to illustrate solutions to financial needs.
- 32-bit system designed for Windows 95/98/2000/NT/ME/XP
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