Needs analysis
The newest generation of needs analyses is developed to be simple, safe and timesaving.
At the same time, our needs analysis gives an overview and supports the advisor with professional knowledge.
The needs analysis can be supplemented with the tariffs and administrative rules of your own IT department.
The main functions of our needs analysis are always included, but the following functions are optional:
• Choice between individual and household
• Automatic calculation of all public benefits
• Showing of gross/net in relation to tax calculations
• Further assets
• Integration with Pensions Info
• Creation of client report
If you would like a presentation to evaluate, please feel free to send us an e-mail by clicking here Info@pensionpartner.dk