This section presents the different FNA tools used on a daily basis by representatives / advisors when meeting their clients.

In order to adhere to the legal and compliance guidelines set forth by the Ontario Securities Commission (or provincial equivalent), a financial needs analysis must be completed for each client.

DFS Excel Financial Needs Analysis

With this Excel tool, you can do a financial needs analysis by simply entering data and generating a report with tables. Thanks to the two buttons in the “Results” tab, this analysis opens the illustration system and exports the client’s information, date of birth and amounts of insurance to create a personalized illustration.

With this FNA, you can do an analysis of:

• Income
• Debts
• Income and Debts
• Last to Die
• Full
   

Financial Needs Analysis (application) - 9.4 Mb

Financial Needs Analysis (complete version)

This analysis allows you to determine the financial needs of your client.

Financial Needs Analysis - 06290E (07-07)
   24 pages - 275 kb

This simple tool enables you to quickly review the main insurance protection needs of a family. The calculator includes:
 

Family Needs Calculator - 02157E01 (08-01)
   1 page – 182 Kb

Available only on Webi.

Life and Health Financial Needs Analysis (Summary)

This analysis enables you to determine the financial needs of a client in the event of death.

Life and Health FNA - 06040E (11-01)
   2 pages - 129 kb

Long Term Care Financial Needs Analysis (Independent Living)

FNA Worksheet
This tool enables you to establish the complete financial picture of a client and to calculate the annuity necessary according to the type of long term health care facility chosen.

Support Document - LTC FNA
This brochure provides up-to-date information for home care, private care facilities and government subsidized facilities to help your clients make an informed decision regarding their long-term health care needs. Real life examples are illustrated for each type of care.

Support Document - LTC FNA - 05041E05 (10-06)
   4 pages - 1.5 Mb

Business Needs Analysis (BNA) Life and Critical Illness 

Business Needs Analysis (BNA) Life and Critical Illness -11058E (11-03)
   6 pages - 510 kb

Critical Illness Insurance Needs Analysis (post-establishment) - 11058E01 (11-03)
   2 pages - 394 kb