The RightBRIDGE Life Insurance Wizard uses a sales intelligence engine to determine the amount, mix and type of insurance for a client’s needs and objectives. The engine then compares the different type of insurance and rank orders those that best meet the client’s objectives.
How Does the RightBRIDGE Life Insurance Wizard Work?
The complexities of various life insurance products often cause many to purchase insurance that does not meet their overall or long term needs. The Life Insurance Wizard uses a systematic process to do the following:
• Collect needed data about the client
• Estimates a client’s insurance needs (Amount)
• Calculate the blend of insurance to meet the client’s
• Best type of insurance is recommended based on the
client’s needs (Type)
Reason Text™ makes RightBRIDGE different.
One highly desirable feature of RightBRIDGE is that it provides robust client specific text that assists an advisor in communicating how specific life insurance policies meet the client’s needs. ReasonText™ also describes to the client the disciplined approach used to determine suitability.