Produce a financial needs analysis

Conduct effortless financial needs analyses (FNAs) by synchronizing insurance and investment data with Laylah

Generally speaking, the most time-consuming part of a financial needs analysis is data collection.

This step is greatly accelerated and simplified with Laylah, as your customers' data is already synchronized and accessible in their contact file.

The contact sheet already contains the insurance coverages and the value of the investment accounts, so all you have to do is complete the balance sheet and budget if necessary, and you're ready to carry out the analyses.

What's more, analyses are included in the contact file, so you don't have to navigate between 2 software programs.

See the following articles for life, disability, critical illness and simplified retirement analyses:

• Enter financial data prior to analysis
• Do a life analysis
• Do a disability analysis
• Do a critital illness analysis
• Do a simplified retirement analysis