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
Simplify data entry with a personalized, secure digital fact finder
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.View a sample fact finder site