Life Goals Fact Finder
A Goal-Based Analysis of Your Client's Most Basic Needs
Life Goals—Goal Based Needs Analysis Tool
Life Goals Consumer Fact Finder—Secure, Personalized Digital Fact-Finding Website
Disability Insurance Lead Gen—Personalized Lead Generation Website
Risk Free 14-Day Trial
One program to solve multiple client insurance and investment needsUncover your client's financial situation quickly—focus on a specific need, or focus on multiple needs.
Calculate debt-to-earned-income ratio.
Review income and expenses to calculate monthly discretionary income.
Set emergency fund savings goal based on monthly incomes.
Examine estimated costs and possible ways to fund a college education.
Explore how retirement income sources fulfill retirement income goals—when will the money run out?
Discuss the risks of not having an estate plan in place.
Examine immediate cash needs and funds needed to assure lifestyle expenses in the effect of a premature death on the family.
Examine the impact of disability on the family's lifestyle, and ways to replace lost income.
Life Goals Consumer Fact Finder
Data entry is seamless with your personalized, secure fact finding website
Simply send your personalized fact-finder link to clients before your meeting, where they can walk through an easy-to-use fact finder and securely submit their data. You'll be able to review data on your leads dashboard, and create a case directly from the data submitted.See Sample Fact Finder
Disability Insurance Lead Generator
Clients will see for themselves the need for disability planningDI Lead Gen is a personalized, interactive consumer site that illustrates the need for disability insurance planning.
1. Point Consumers to Your Site
Post links to your lead-gen site on your personal website, email footer or social media accounts. You can also print your URL or unique QR code on marketing materials. See Sample Site
2. Consumers Walk Through the Tool
An interactive presentation calculates the consumer's risk of disability based on age, value of their future income, and possible expenses during a disability. DIGen also illustrates backwards insurance planning (insuring cars and homes, but not income)
3. You're Notified of a New Lead
When a prospect walks through the tool, you will immediately receive an e-mail notification, and the lead will appear in your leads dashboard.
4. Create a New Case
From your leads dashboard you can follow up a lead, review data submitted, and create new cases directly from the lead—data is automatically shared with Life Goals.