One Solution for All Advisors

Successful advisors use Financial Needs Analysis to promote the sale of insurance, investments and other financial products and services to meet the needs of clients in the middle and emerging-affluent marketplaces. The wide range of topics covered are perfect for advisors looking to prepare a “financial check-up” for these clients, while the ability to disable sections of the presentation makes Financial Needs Analysis ideal for advisors who focus on single need, transactional sales. Regardless of your sales approach, FNA provides flexible data entry and realistic calculations to create powerful presentations for all clients.

Financial Needs Anaylsis Screenshot

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Financial Needs Anaylsis Screenshot

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Present Effective Solutions, Motivate Clients to Action

Each Financial Needs Analysis sales proposal focuses on a client’s most basic needs: insurance planning, education, and retirement planning. Each individual need is presented with a graphical overview page that gets right to the point- is there a problem, and what can the client do about it? The overview is then supported with graphs and ledgers for additional numerical detail. Additionally, we fully expect the client to have questions or ask “what if?” during your presentation, so FNA provides built-in “contingency” calculations or graphs that answer the questions your clients will likely ask- saving you from saying “I don’t know” or having to re-run the analysis multiple times. Finally, all the needs are tied together using a Summary of Values page that allows you to ask the client to take action on each need before the presentation concludes.

Financial Needs Anaylsis Screenshot

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Analyze Basic Financial Concerns

  • Retirement Planning
  • Education Funding
  • Immediate Cash and Ongoing Survivor Needs
  • Disability Income Replacement
  • Long-Term Care Insurance Needs

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This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

Impact Technologies Group, Inc. (Impact®)

Impact is known throughout the industry for creating sales presentations that combine numerical analysis and sales psychology to inform, alarm, and motivate clients to take action.

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