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Advisys Goals-Based Needs Analysis

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Name Uses
Retirement Needs Use for assets under management or sales of retirement products.
Survivor Needs Use for life insurance sale.
Disability Income Needs Use for selling disability income replacement insurance.
Long-Term Care Needs Use for sale of long-term care insurance.
Education Funding Use to sell college savings plan or assets under management.
Asset Allocation Use for assets under management and asset repositioning.
Accumulation Funding Use for assets under management.
Personal Finance Use for assets under management, life insurance sale for debt repayment, to find income for additional retirement savings, college funding, etc.
Estate Analysis Use for life insurance sale to provide liquidity for estate settlement costs.
Charitable Trust Use for life insurance sale to fund the trust.
Business Continuation Use for life insurance sale to fund business continuation plan.

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16969 Von Karman Ave, Suite 125,
Irvine, CA 92606

Phone: (800) 777-3162
Fax: (949) 250-0794