Needs Analysis Guides
It is a standard industry practice to have access to and to fully utilise modelling software to structure the final outcomes to recommend to clients. We firmly believe that a solid understanding of the principles of needs analysis is often not established (due to lack of training) before advisers learn to navigate their modelling software. If the principles of needs analysis are not fully understood then the fact finding process is often compromised as well. This is particularly important when considering the different products the client needs, all of which should be individually calculated as the circumstances under which each are paid dictates a separate needs analysis for each. So there are enough arguments in favour of advisers learning the 'arithmetic' involved, for us to decide to cover this within The Risk Store. Please note that business expenses insurance needs analysis is fully covered within these guides as well.
You will also be directed to other sections of the store to find helpful information on needs analysis.
Please remember that by emailing us the 'Contact Us' link at the foot of this webpage, you are welcome to raise debate about the content of these articles.
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