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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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Legal Notice and Privacy Policy

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This financial planning tool is for the exclusive use of professional financial advisors. Although we have made every effort to ensure the accuracy of the information provided, we cannot guarantee its accuracy or completeness. By using this tool, you agree to accept all responsibility for its use and will hold Maxomsoft Innovations Inc., its employees, and anyone associated with the creation of this tool harmless from any and all liability that may arise as a result of the advice you may or may not give to your clients.

© 2025 Maxomsoft Innovations Inc.

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