View Sample PresentationDescription
Simple, straightforward needs analysis includes education and retirement savings needs, life, disability, and long-term care insurance needs.
Target Client
- Middle Market – Under $2MM Household
- Family Years (30’s, 40’s)
- Near Retirement (50’s, 60’s)
Details
- Prioritize order of needs in presentation
- Summary of Needs gives a one page progress report
- Illustrate product recommendations for life, disability and LTC
- Open text page allows for advisor comments