Needs Analysis

You have completed the presentation to your prospective client and they now have a basic knowledge about our products. But how can these products specifically help them? The Needs Analysis is an exercise that brings to light why they might need one of our products. It will paint a clearer picture of where they are financially compared to where they want to be. Also, you get a better understanding of them, their needs, and goals. Whether they are looking for income protection, retirement solutions, or even a way to save for a child to go to college, it is all valuable information. With a better understanding of where they are, you can give them insights into what their next steps should be to fulfill their needs and reach their goals. In this video you will learn about the Needs Analysis tools FFS provides and how to use them.