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Shareholder and key employee needs in life and critical illness insurance.

Features and Calculations

  • Legal structure.

  • Organizational chart.

Shareholders, subsidiaries.

  • Financing of the purchase or repurchase of shares / participation.

  • Guarantee by the shareholder.

  • Commitments: Leasing, commercial lease, breach of contract, related party transaction, planned gifts.

BNA en

Others Applications of the 
LIFEPlan System

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Module for collecting personal and financial information allowing you to forget nothing and to have all the required documents. In addition, it promotes a climate of trust with your client.

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Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.

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Identifies needs in the event of death, disability, critical illness or loss of autonomy.

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Creating a statement based on the 5 risk ratings.

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  • Investor profile.

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  • Fund facts automatically added.

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