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Today's complex insurance arena can be very confusing. Finance Logix Insurance Planner clarifies your options by analyzing your current financial status, your projected future needs, and displaying the results in a user-friendly graphical display.
Insurance Planner will assist you in completely analyzing your client's needs, asking the tough questions, and selling the appropriate policies to match their situation.
The software will help you succeed in creating a powerful, organized, complete, and easy to follow insurance plan that will assure financial stability through any emergency.
- Providing a concise and easy to understand option plan
- Displaying current assets, insurance types and levels of coverage
- Showing desired survivor needs for client and spouse
- Displaying interactive "what-if" scenarios for life and disability insurance
- Calculating insurance and annuity options for various scenarios
- Comprehensive Spending forecast graph includes information from Retirement Planner
- Includes education costs and other living expenses in the overall analysis
- Monte-Carlo Simulation risk/reward analysis*
- Ability to import custom Life Insurance Illustrations*
* Features require Visual Advisor Plus.
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