Signals™
Anticipate your clients’ potential financial weak spots before they occur. Use our award-winning Signals™ feature to quickly indicate a household’s ability to weather up to six common financial events based solely on their Asset-Map Report.
What are Signals?
Signals are mathematical, formula-based indicators that identify a client’s potential funding gaps. Financial professionals and their clients can see whether there is a potential exposure that needs attention in these six areas (Liquidity, Long Term Disability, Loss of Life, Long Term Care, Longevity, and Legal Liability.)
How are Signals calculated?
Signals apply industry-standard formulas to assess how prepared your clients are for life’s uncertainties using income, net worth, and insurance data to flag potential gaps in key areas. Results are shown in green, yellow, or red for quick insight into financial readiness.
How do I use Signals?
Use Signals to identify scenarios that are potentially underfunded.Further inspection may indicate a false-positive or a professional opinion that requires deeper exploration or discussion and next best actions are shown.