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Advisors Solutions.
Insurance Planner
Insurance Planner by Finance Logix clarifies your client's options by analyzing your current financial status, your projected future needs, and displaying the results in a user-friendly graphical format.



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Total life and disability insurance coverage for client and spouse
Death benefit, policy term and annual premium
Policy owner and beneficiaries
Insurance Needs Summary
Comprehensive Spending/Cost of Living Graph
Disability insurance
"What-if scenarios" for client/spouse
   Available with Sharelogix product
Cash Value growth chart vs. Premium and Death benefit
Long-term care

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Estate Planner
Finance Logix Estate Tax Planning tool evaluates client's net worth and inheritance taxes and suggests various possible strategies that facilitate and enhance the estate value passed to heirs.




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Account for probate fees and other expenses
Define and maintain a gifting schedule
Track of all financial and non-financial assets
Net worth and wealth distribution chart
   Available with Sharelogix product
Planned distribution to Beneficiaries

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Education Planner
Education Planner is designed define a realistic level of savings required for education expenses and how to maximize the investment returns given the appropriate amount of risk. The results are presented in an easy to understand graphical format.




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College Database of 4000 schools in US and Canada.
Separate accounts for each student with individual goals definition
Additional resources to fund education needs(Gifts, scholarships, Part-time-job)
Education, and Income graphs
   Available with Sharelogix product
Contribution graph / report

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