What's on screen: Life insurance, start to finish. From what your client needs to a policy in force. Canada only. PlanTogether calculates how much life insurance your client needs, guides the sale and records what's in force. 1. Your client answers with information they already know or can easily find. Their income, housing and debts carry over from their budget. You check every number first. Nothing reaches your client until you approve it. Then your client sees their gap. Their need, what they have, and what's missing. 2. Start the sale, with a single tap. The carrier, the policy and the face amount all in one location. Every step, in order: Needs Analysis, Illustration, Reason Why Letter. The paperwork fills itself in along the way. Submitted. When the insurer decides, you record the decision in the app. 3. You deliver the policy. Your client signs for it on their own phone. You keep a signed delivery receipt. In force. Their need is covered, and both of you can see it. Your client's coverage: Need, $1,192,813. Sale, approved. In force, need covered. Say goodbye to: re-typing their numbers, doing the math by hand, chasing signatures, applications tracked on sticky notes, "What am I covered for?" calls, policies tracked in a spreadsheet. Say hello to life insurance worked out together, from need to in force. And that's just life insurance. PlanTogether handles so much more, including: their budget, automated reviews, compliance forms, start to finish. One file you both plan from. myfinancialapps.io. Works alongside the software you already use.

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