Insurance Needs Analysis Software for Financial Planning
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
Other Financial Planning
Includes interactive calculators for retirement, education funding, and insurance needs. The education calculator models projected college costs, investment returns, and funding gaps based on client data for comprehensive financial planning.
Comprehensive financial planning software that includes detailed insurance needs analysis alongside retirement and estate planning features, allowing advisors to create tailored plans for clients.
Offers analytics, reporting, and client management tools that can integrate insurance needs analysis as part of an advisor's overall strategy for managing wealth.
Advanced insurance needs analysis covering life, disability, and long-term care. Enables what-if analysis, cash flow planning, and robust illustration tools for advisors to address client insurance gaps within holistic financial plans.
Covers protection planning including interactive insurance needs analysis, gap calculation, solution modeling, and client reporting. Integrated with investment and retirement planning.
Visual and interactive assessment of client insurance needs (life, disability, illness), gap analysis, scenario modeling, and integrated client reporting dashboard.
AI-driven financial planning platform integrating insurance need assessments, gap identification, solution modeling, and collaboration tools. Enables advisors to deliver actionable insurance recommendations.
Includes insurance needs assessment tools, life insurance gap analysis, and client-friendly interface for insurance planning. Features goal-based planning approach with clear visualization of insurance coverage needs and interactive client engagement tools.
Offers detailed insurance-focused data gathering forms, integration with financial planning software, and efficient client onboarding for insurance needs analysis. Enables secure collection of health and financial information necessary for comprehensive insurance planning.
AI-powered insurance needs analysis, multi-carrier comparison tools, integrated life insurance calculator, and policy management dashboard. Helps advisors quickly determine appropriate coverage levels and find the most cost-effective policies for clients.
Insurance policy tracking, in-force policy optimization analysis, policy performance monitoring, and gap analysis tools. Allows advisors to identify insurance shortfalls and provides recommendations for coverage adjustments.
Human Life Value calculator, capital needs analysis, income replacement modeling, and life insurance gap analysis. Features client-friendly reports and illustration tools to explain insurance recommendations clearly to clients.
Comprehensive needs analysis for life, disability, long-term care, and health insurance. Features multiple calculation methodologies, scenario comparison tools, and client-facing educational resources to explain insurance concepts.
Insurance needs calculator, policy comparison tools, integration with financial planning workflows, and client portal for insurance education. Helps advisors determine appropriate coverage types and amounts based on comprehensive financial analysis.
