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FNA
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The Financial Needs Analysis of the LIFEPlan system is designed to provide all the information needed to accurately determine the various protection needs.

Features and Calculations.

  • Maintaining standard of living upon death

Table of sources of income and asset withdrawal.

  • Estate liquidity

  • Taxes on first and last death

  • Disability: Maintaining standard of living

  • Critical illness: Maintaining standard of living

Four levels of comfort.

  • Long-term care: Maintaining standard of living

Determines the capital needed to cover expenses related to loss of autonomy and allows the client to choose the environment in which they will receive care based on their financial capability.

  • Investor Profil: for universal life contract

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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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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Determines the life and critical illness insurance needs of shareholders and key employees of a company.

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