About the full analysis

Before your financial needs analysis

FNA preparation check.

Six questions about what you know. Your documents and a conversation establish what you need.

Question 1 of 6Accessible cash

If you died tonight, what cash could your family actually access?

Your answer
Why this matters

The total on a policy schedule is not the same as money available for immediate bills. We separate accessible cash from benefits that still need a claim, a fund decision or estate administration.

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