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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

Check out the article on our BLOG about the topic

  • 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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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.

© 2023 Maxomsoft Innovations Inc.

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