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FNA: Financial Needs Analysis for Clearer Protection Planning

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LIFEPlan’s FNA is designed to help advisors accurately identify a client’s protection needs.​

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The Financial Needs Analysis provides the information required to assess needs related to death, disability, critical illness, long-term care, and estate liquidity.

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It also supports analysis of income replacement, sources of income and asset withdrawal, and taxes on first and last death.

For advisors working in insurance and financial protection, FNA helps create a more complete and structured assessment of a client’s situation.

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IThe module also includes comfort levels and an investor profile element for certain cases such as universal life planning.

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By combining protection planning, family considerations, and financial data into one framework, FNA helps advisors present recommendations with greater clarity and stronger documentation.

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Module for collecting personal and financial information to ensure nothing is overlooked and all required documents are included.
In addition, your clients can complete the sections themselves with your prior authorization.

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

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