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Veracity LD

Financial & Protection Planning

🔒 Confidential Client Tool veracityld.us ↗
★ Financial Needs Analysis

Your Client's Complete
Financial Protection Picture

A comprehensive tool to identify protection gaps, retirement readiness, and income replacement needs — complete with provider recommendations and reports.

1
Enter client details
2
Input current coverage
3
Select financial goals
4
Review analysis & download report
Client Profile
Basic personal & household information
Children
Affects: Life Insurance, Education Fund, Emergency Fund, Disability Income
#NameAgeGender
No children added yet.
Adult Dependents
Affects: Life Insurance, Emergency Fund, Disability Income
#NameAgeRelationship
No adult dependents added yet.
Income & Expenses
Annual household figures
$
$
$
Rental, investment, side income
$
$
$
Loans, credit cards, auto, etc.
Assets & Current Coverage
Existing policies and savings
$
$
Traditional, Roth, SEP, SIMPLE IRA
$
$
$
$
Financial Goals
Select all that apply to your client
Planning Assumptions
Adjust for your client's scenario
1%
1%100%
1%
1%10%
1%
1%6%
1 yr
1 yr40 yrs

Gap Analysis Results

Updates automatically as you enter data

Client
—
Total Household Income
$0
Gross annual
Life Insurance Need
$0
Income replacement + debts + dependents
Current:$0
—

Overall Coverage Score

Financial protection coverage
0%