Quick Video About Identifying Needs
So your client asks "how much life insurance do I need?" Well, it's pretty easy to figure out, and probably less expensive than they thought! You can have a simple conversation to reach a round number. Their age and circumstance will define what kind of product they need, Term, Permanent, or maybe a combination of both. If you really want to wow them, use our Life Insurance Calculator and run them a detailed report!
Output stunning, professional reports using our financial Calculators