iPipeline CIS / Needs Analysis

Combination Needs

The Combination Needs module allows you to combine numerous modules into a single report for your client.

This module includes:

  • Life insurance needs for both client and spouse
  • Disability needs for both client and spouse
  • Education funding for children
  • Retirement planning
  • Estate liquidity
  • Long-term care

The comprehensive Combination Needs analysis develops a full picture of financial needs and priorities for you to implement with your client.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.

Combination Needs