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Thursday 9th of September 2010

Needs Analyzer
- Overview - Download

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Needs Analyzer Overview

Needs Analyzer is a Windows software program designed to assist financial planners by:

Obtaining fact finding information from clients
Quickly calculating an appropriate level of protection for death, critical illness and loss of income cover
Enabling entry of the sum insured, premium and other relevant fund details
Produce several reports, including cover letter, fact finder, letter of recommendation and a completed MARG compliant Customer Advice Record (including Replacement Policy)

One major feature of Needs Analyzer is it's ability to instantly determine the level of death cover with any number of income adjustments during the term period.

Needs Analyzer was designed with significant input from a leading Australian life insurance adviser.

Development on the original version has ceased but we hope to be able to provide a new version in the future. Existing customers can still obtain the version 1 downloads.