Enter financial data prior to analysis

Find out how to enter all your financial information in the contact form to produce more efficient analyses.

All contact data is used in financial analyses.  There are no double entries with Laylah!

To produce life, disability, critical illness and retirement analyses, it is necessary to add certain data such as income, balance sheet, budget, dependents, financial objectives and legal documents.

Enter financial data

1. Click on the button in the left-hand vertical menu of the contact file to access the analyses.
2. Click on the Data button in the main menu as required.
3. Select the data section you wish to complete.  You can select the sections in any order.
4. Click on the icon to switch to an individual analysis, or on the icon to switch to a joint analysis.