Smart Insure™ Help Guides

Fact Finders

Easily view, edit, search, sort and filter, your client’s fact finders from the SMART Insure™ fact finders page.

 

Click on the Clients name to view the fact finder.

Adding A Fact Finder:

  1. Click Add Fact Finder from the top menu under Fact Finders or click Add New from the “Fact Finders” page.
  2. Click Download Empty Fact Finder – to download the Fact Finder in a Word Doc if you wish to use a hard copy
  3. Click Publish from the right hand panel if you wish to collect the facts online.

Priority Planning Checklist:

 

Enter the client’s and partner’s order of priority by numbering with 1-6 (1 being the most important and 6 being the least important).

Assets and Liabilities:

 

Enter the assets and liabilities for the client and partner. The total assets, total liabilities, and total equities will be automatically calculated for you.

Will:

 

Select whether the client and/or the partner has a will and the date of the will.

Interest Earning Rate Expectation:

 

Enter the interest rate the client and partner expect to earn.

Inflation:

 

Enter the estimated inflation rate.

Regular Continual Income:

  1. Enter the “Income/Capital Required” for Last Expenses, Death, Disability, Trauma, Medical, and Education.
  2. For each column, enter the amount the Client and Partner are willing to use from each of their Assets e.g. $1000 of shares for “Last Expenses”.
  3. You will not be able to exceed the amount entered in “Assets”.

Immediate Debt Fund:

 

Enter the amount the Client and Partner wish to pay off for each debt upon their death.

Education Funding Requirements:

  1. Click Add Dependant to add a new row
  2. Enter the Dependant’s Name, Amount (education expense per year), Years (number of years of education), and Total.

Actions:

 

In the right hand panel, you have the following actions:

  1. View Client Details – View the Clients profile page.
  2. Delete – Delete the Fact Finder.
  3. Download Completed Report – Download Word Doc of the completed Fact Finder.
  4. Download Empty Fact Finder – Download Word Doc of an empty Fact Finder.
  5. Exit – Exit the page.
  6. Update – Save any changes made.