Life Insurance Gap Analysis in Foundational Planning

Our sample client, Katie and Tim Stevens, like many people their age, are under-insured.

In fact, according to a 2018 survey, almost 50% of households would feel the financial adversity from the loss of their primary wage earner in just six months.* As homeowners and parents, it’s well past time for Katie and Tim to start thinking about their life insurance gap.

So how can you help your clients like Katie and Tim identify the correct amount of life insurance to meet their needs?

Check out this short video, on how to use Foundational Planning’s Life Insurance Gap Analysis module to help your clients analyze their life insurance gap:

Not a Foundational Planning user? Learn more at https://info.emoneyadvisor.com/foundational-planning.

2018 Insurance Barometer Study, Life Happens and LIMRA

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.