Insurance Calculators

Streamlined insurance calculators walk advisors through each step of analysis for client needs, to assist important conversations about life, disability and critical illness insurance.

Life insurance can help family deal with the financial impact of a death by paying a tax-free, lump sum amount to beneficiaries at the time of death. Living benefits like critical illness insurance and disability insurance can help you meet financial obligations.

Insurance Calculators include:

  • Life Insurance Needs
  • Disability Insurance Needs
  • Critical Illness Insurance Needs

Features

Create Templates
Creating Templates give you a quick-start of the calculators you use most in given situations to create financial reports.

Modular Financial Planning
Use only the calculations relevant to each clients’ situation. FreshPlan is powerful enough to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Client-Friendly Reporting
Integrate any number of calculators with financial infographics to create visual, personalized reports that client will understand. All reports are personalized with advisor name, logo and contact information.


Calculate. Educate. Plan.

Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful financial infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

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