INA: Investment Needs Analysis to Support Better Investment Recommendations

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LIFEPlan’s INA helps advisors build a clearer understanding of a client’s risk tolerance and investment profile across the plans in their portfolio.

the Investment Needs Analysis supports the creation of portfolios according to the 5 risk ratings and includes products offered by mutual fund companies and insurance companies.

It also includes an investor profile, automatically added fund facts, and calculators for investments, regular deposits, and withdrawals.

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INA is particularly useful for advisors who want stronger documentation around suitability and investment recommendations.

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

The analysis supports advisor compliance by helping explain the advisor’s compensation model. For firms looking to strengthen client files, improve consistency, and better align risk tolerance with investment recommendations, INA provides a structured and practical solution.

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.

+ Investor profile.

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

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Discover the LIFEPlan Approach, Step by Step

INA: Investment Needs Analysis to Support Better Investment Recommendations