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Advisys Goals-Based Needs Analysis
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|Retirement Needs||How do clients’ current retirement savings plans measure up to their goals? Calculates additional capital to fund the client’s desired retirement lifestyle.||Use for assets under management or sales of retirement products.|
|Survivor Needs||What’s the financial impact the death of a client will have on a family?||Use for life insurance sale.|
|Disability Income Needs||How much income is available if a client becomes disabled? Calculates income shortfall each year of disability until retirement.||Use for selling disability income replacement insurance.|
|Long-Term Care Needs||What are the costs for long-term care and does the client have sufficient assets and insurance to pay for care? Calculates the cost to self-insure long-term care needs vs. costs of long-term care insurance.||Use for sale of long-term care insurance.|
|Education Funding||What will it cost for clients to send children to college and how do existing college savings plans compare? Calculates any shortfall in the client’s current savings plan and the additional savings required to pay college costs.||Use to sell college savings plan or assets under management.|
|Asset Allocation||How does a client’s current asset allocation compare to his or her risk tolerance? Compares current asset allocation to a portfolio that matches the client’s risk tolerance (using a Morningstar® database).||Use for assets under management and asset repositioning.|
|Accumulation Funding||What is the cost of a future purchase and how does the client’s existing savings plan measure up? Calculates any shortfall and the additional savings required to make the purchase.||Use for assets under management.|
|Personal Finance||What is the client’s current cash flow and net worth? Calculates client’s current net worth and how current income compares with monthly savings and spending.||Use for assets under management, life insurance sale for debt repayment, to find income for additional retirement savings, college funding, etc.|
|Estate Analysis||What costs will the client likely to incur at death? Calculates estate tax costs and assets passing to heirs.||Use for life insurance sale to provide liquidity for estate settlement costs.|
|Charitable Trust||Shows how the client can donate assets to a wealth replacement trust and have his or her heirs receive benefits. Illustrates how a charitable replacement trust works and calculates the financial impact.||Use for life insurance sale to fund the trust.|
|Business Continuation||What will it cost a client and business owner to purchase a business interest from a partner or the partner’s heirs in the event of the partner’s death? Calculates the additional capital required to purchase a business partner’s interest and compares life insurance to other funding methods.||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