Financial Needs Analysis

Financial Needs Analysis

A financial needs analysis is a complete overview of your current and future
financial situation. It takes into account assets, such as wealth and income
and how they correlate with your liabilities, such as debt and dependents.
When obtaining a financial needs analysis, you receive a summary of your
current financial situation and how it relates to your long and short-term
goals. Once doing so, you will be able to better plan for possible future
needs such as your children’s college expenses, long term care,
unexpected emergencies and retirement.

Want to see an example of how an Indexed Universal Life policy can aid your financial future?