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Description

Partner with your clients to helpquantifytheir need for life insurance. Guides you through aconversationthat focuses on four key areas: Immediate Cash Needs,IncomeContinuation, Mortgage Fund, Education Fund.

Easy to navigate screens help you to record responses asyoudiscuss your client’s life insurance needs. Includes worksheetsoneducational costs, final needs, and income replacement tohelpguide discussion.

Works in disconnected mode after authentication. Resultsaresummarized in one place so you can discuss next steps. Canstoremultiple client profiles.