Basic Needs Analysis + Fact Finder
Planning for your client’s life insurance needs is no small task and it depends on each client’s individual situation. When it comes down to it, a conversation that balances income needs, expenses, debts, as well as savings, and current assets uncovers the right number for your client.
For Life Insurance Awareness Month, use this complimentary, client-facing basic needs analysis to help your clients provide for their loved ones. Plus! Leverage the accompanying in-depth fact finder to help your client explore their potential needs. Download now and start using them with clients today.
Complete the form below to access these resources.
This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
By submitting this form, I certify that I am authorized to access the pages and any materials or documents provided by therein.