See the whole
protection picture.

Sample familyThe Reeds, 42 and 40, two kids

If a parent did not come home

What the family may need$1,250,000

Life coverage already in place$350,000

The gap$900,000 still uncovered

Life coverage added$0

Example numbers. That is a coverage amount, not a premium or an offer of insurance. Every family’s picture is their own.

This is a sample. A real result depends on complete, verified client facts.

One guided fact-finder brings a client’s protection facts into one shared view. Life insurance, retirement, and annuities lead the view. Long-term care and disability stay in the picture. Your client sees what is covered, what may be exposed, what is still missing, and the next step you both agreed on.

Try the demo Request a tour Advisor sign in

No card needed. License verification is required before client work.

Three clear steps.

Fill in one fact-finder.
A guided set of questions, once per client.
Present live.
Facts, gaps, and missing answers on one shared screen.
Land the decision.
They pick what matters first and leave with a clear next step.

Four gaps. One picture.

Life insurance: If a parent dies, what the family would need and what is already covered.
Retirement and annuities: If they live long, how their money can support the life they want.
Long-term care: If care is needed, what it costs and who pays.
Disability insurance: If a paycheck stops, what keeps the household going.

See the sample workflow