----------------------------------------------------------------------------------------------------------------------------------------------

Understanding client needs

With the new Needs analysis calculator you’ll quickly learn what your clients need so you can recommend the life, critical illness or disability insurance coverage that’s right for them.

To help clients make a decision, the Needs analysis calculator makes it easy to print out a copy of everything you’ve discussed so you can leave it with your clients and keep it for your files.

The report uses client-friendly language and graphics.

How it works ›