Choose which plays to run across your book and how results should be displayed and delivered.
Toggle on the book-level plays you want the optimizer to run.
Score all households on life, DI, and LTC gaps
Find clients with convertible term nearing deadlines
Assess key-person, buy-sell, and disability needs
Clients age 50–65 with no LTC funding strategy
Identify households underinsured for life
Flag high-income households with insufficient DI