Needs Analysis
iPipeline's Needs Analysis Module, within the Illustration Suite, is a needs-based financial modeling tool designed to help you more easily establish client goals, shorten sales cycles and improve closing ratios. Our powerful software gives your clients a clear understanding of their financial situations by presenting complex information in easy-to-understand charts and graphs.
Needs Analysis allows you to revise numbers on the fly, illustrating for your clients the effects of your sales recommendations. When you can demonstrate, for example, the effects of increased savings or interest rates, you create a powerful bond with clients as they see the results of their unique numbers and your suggestions graphically played out.
15 Concepts Available:
- Basic Life Insurance Needs
- Business Valuation
- Combination Needs
- Disability Income
- Education Funding
- Estate Liquidity
- Financial Inventory
- Key Person Valuation
- Long-Term Care
- Mortgage Analysis
- Pension Maximization
- Primary Needs
- Retirement Income
- Survivor Needs
- Wealth Accumulation
Download a brochure on the Needs Analysis Module.
Download a Needs Analysis Module FAQs brochure.
Learn more about the iPipeline Network.For further information please contact our sales team…
call 800-758-0824 and select option 2
or email.