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.
This analysis enables you to determine the financial needs of a client in the event of death.
With this tool, you can do a financial needs analysis by simply entering data and generating a report with tables.
With this FNA, you can do an analysis of:
Financial Needs Analysis (application) (EXE, 9 Mb)
Disability Insurance Needs Analysis