NEEDS ANALYSIS Worksheet: Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
Needs Analysis Training: Complete the Needs Analysis for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.
If you do not have any medical history, you can also complete a needs analysis on a relative with medications so that we can provide more training on how we complete the underwriting to select the correct product.