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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


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.


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


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


Creating a statement based on the 5 risk ratings.

  • Investor profile.

  • Fund facts automatically added.

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