Financial Needs Analysis (FNA)

This section presents the different FNA tools used on a daily basis by representatives / advisors when meeting their clients.

In order to adhere to the legal and compliance guidelines set forth by insurance regulators and CLHIA, a financial needs analysis must be completed for each client.

Business needs analysis (BNA) Life and Critical illness

Disability financial needs analysis

Disability Insurance Needs Analysis

Equisoft/plan Express FNA

First installation of Equisoft/plan Express FNA

Equisoft/plan Express is a simple financial needs analysis tool. It install directly on your desktop and is available without an internet connection.

	Minimum System Requirements
Equisoft/plan Express FNA	Window 7 and subséquent version (64 bits)	Download

For further use, you may click on the following icon on your computer’s desktop. You can also add this icon on your computer’s task bar.

Note: Our service provider is currently working on an option that would allow you to sync financial needs analysis from Equisoft/plan Express to Equisoft/plan. You'll be able to generate more detailed analysis and more comprehensive professional reports. This new feature will be available very soon. In the meantime, you can continue using the application as normal by clicking "Do not link an account".