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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
We are making it easier than ever to deepen your client conversations. With the new Life Insurance Gap Analysis in Foundational Planning, you can demonstrate if your clients’ current life insurance and other resources adequately protect their families.
Through four simple steps, you can collaborate with clients to address questions like: If something happens to me, will my spouse be taken care of? Will we still be able to achieve our financial goals?
The Life Insurance Gap Analysis will help determine the survivor’s ability to maintain their desired standard of living and how much life insurance they need to cover any shortfall.
The addition of the Life Insurance Gap Analysis will enable you to employ a more holistic approach to planning and serve a variety of planning needs across your practice.
Check out a preview of Life Insurance Gap Analysis in Foundational Planning below!