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.
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