Financial Needs Calculator
Financial Needs Calculator is the only DIME+ tool that will help you determine Family Protection needs based on current financial debts, current income level, future debts as well as retirement needs. Great calculator for Financial Advisers to determine a base need for their clients.
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* *LMFServices is expanding its platform and is looking for individuals that can leverage themselves in a high growth environment. More products to the consumer bringing them inside the circle of safety. Higher overrides for the products we offer. more info at http://lmfservices.hgicrusade.com
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Disclaimer:None of the material in this analysis is intended to give you specific tax, investment, insurance, estate, or financial advice, but rather to serve as an educational platform to deliver information. The analysis is based on information you the customer has provided your advisor. This analysis does not take into consideration every area life insurance can help protect your family, as this analysis is limited to debts, income, mortgages, education, and retirement. Please seek advice from your professional advisors regarding your personal circumstances.
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* *LMFServices is expanding its platform and is looking for individuals that can leverage themselves in a high growth environment. More products to the consumer bringing them inside the circle of safety. Higher overrides for the products we offer. more info at http://lmfservices.hgicrusade.com
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Disclaimer:None of the material in this analysis is intended to give you specific tax, investment, insurance, estate, or financial advice, but rather to serve as an educational platform to deliver information. The analysis is based on information you the customer has provided your advisor. This analysis does not take into consideration every area life insurance can help protect your family, as this analysis is limited to debts, income, mortgages, education, and retirement. Please seek advice from your professional advisors regarding your personal circumstances.
Category : Finance
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Reviews (4)
A. G. u.
Sep 20, 2012
Simple and easy to use best describes the DIME+ Financial needs calculator. It helps your client get the right amount of life insurance every time. I have recommend to all my agents to download this app.
A. G. u.
Sep 20, 2012
As a financial advisor this app simplifies the process and allows me get a base of what my clients needs are.
A. G. u.
Oct 13, 2012
Always a handy reference tool
Simple and easy to use. Only problem is the summary fields for I and M values are incorrect when you hit calculate. The total however is accurate. As long as you're not sharing the screen with a client it doesn't matter. If you do show a client, it looks like you're overselling them on insurance need, as the summary is less than total.