Excellence launches the FNA for creditor insurance:

A better understanding of your needs for improved protection…

Excellence is launching the Financial Needs Analysis (FNA) for creditor insurance: an advanced tool that will soon become essential to every life and health insurance advisor’s practice.

Creditor insurance requires a detailed, in-depth analysis of the many elements of your client’s loans. To meet this need, Excellence has developed a tool that can provide precision assistance to representatives who wish to offer Universal Loan Insurance─a first-rate solution designed to pay off all or part of a loan’s balance in the event of death, disability or critical illness.

The Financial Needs Analysis developed by Excellence takes into account all the client’s loans. The result is an exact and comprehensive analysis of the client’s insurance needs; the FNA also accurately identifies the type of coverages necessary (disability, life, critical illness) as well as the related benefits.

Because Excellence understands the importance of its clients’ financial commitments, the Company has made its ultimate goal to customize insurance coverage for every client. Whether to insure conventional mortgage loans or home equity lines of credit, the FNA allows you to offer insurance coverage that’s perfectly adapted to each client’s needs.

The FNA, available in the Pyramid sales software, provides complete technical support for representatives who wish to guide their clients with the right recommendations.

Don’t wait another minute! Visit our website to download the new version of Pyramid software featuring the FNA.

If you need help, we’ll be pleased to assist you. Just contact us at 514 327-0020 or, toll-free, at 1 800 465-5818.