Financial tools to help make planning easier
Needs analysis calculator
Knowing which type of insurance (life, critical illness, disability) you may need, and how much coverage you may require might seem overwhelming. The needs analysis tool can help you decide what type of insurance and the amount of coverage that is best for you.
Know your risk calculator
By answering three quick questions, the Know your risk calculator can help clients understand their risk of becoming critically ill, disabled or dying before age 65.
Budget planning for insurance and investments
This tool illustrates how affordable insurance and investments planning can be today. While providing you with significant financial benefits down the road.