Step 2: Going Beyond the Calculator
The LifeJacketsm Program: 5 Simple Steps to Closing the Coverage Gap
Needs analysis tools increase credibility, fit easily into an annual review with your client, and help make the life insurance policy feel more personal to your client. The LifeJacket Needs Analysis Tool was designed with feedback from advisors and clients to deliver the simplest, most informative tool possible. Our comprehensive Needs Analysis Tool is available for you on iPipeline, via your agency website.
You can also send your clients to our consumer Life Insurance Calculator and Budget Calculator. These tools will help them prioritize what they want life insurance to cover before they step into your office.
When shown this Life Insurance Calculator, 88% of consumers responded that it would be helpful to them during the purchase process.