Financial Needs Analysis (FNA)

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.

Family Needs Calculator

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

  • Permanent Protection
  • Temporary Protection
  • Guaranteed Income
  • Critical Illness
  • Additional Benefits
     

Family Needs Calculator
  
1 page – 182 Kb

Available only on Webi.

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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
  
2 pages - 63 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.

FNA worksheet - 05041E06
   2 pages - 82 kb

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
   4 pages - 226 kb

Last Update: March 27, 2008
 
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