Our new eLearning course, Conducting a needs analysis, will give you the knowledge and tools you need to conduct a thorough needs analysis and make suitable life insurance coverage recommendations for your clients.

Based on insurance planning principles, including needs-based selling, this course will help you master a simple 5-step process for conducting a thorough needs analysis.

In addition, our new Insurance Needs Calculator will give you a starting point to help you to:

• Gather information about your client’s finances, savings, investments, debts, income replacement goals, final expenses, and existing life insurance
• Share the information needed for an informed discussion
• Calculate a total recommended insurance coverage amount

So, are you ready to take your insurance advising skills to the next level?