Complete Your Personal Needs Analysis

You want to be able to act with authority to serve your future clients. That’s why it’s important to experience firsthand the process you’ll be applying with every prospective client. The Needs Analysis is used to identify potential problems to solve for a client. Once completed, we can effectively recommend financial products and strategies for our clients based on their situation and goals.

By walking through this process with your Coach, you will also be able to identify potential opportunities to help cover your family in ways you may have missed. The Needs Analysis is designed to pinpoint crucial areas that may be in need of protection, including challenges like becoming ill, living longer than your income, or dying sooner than expected. Completing this process with your Coach will serve as your first step in sales training.