LifeGoals Help

Disability Needs Goal

Life Goals plans for the unexpected with the disability needs goal feature on our platform. Accidents can happen at any point and life constantly throws curve balls at us all, using this feature helps assure money is available in the event of a career ending disability.

Percent of Current Income to Replace

Current Salary shown comes from the salary you entered on Earnings and Other Income Sources tab. Household Take the current salary of your clients and discuss a percentage of that number that they think would be appropriate to live off of if they were unable to continue work.

Existing Disability Income Policies

There is a section for adding existing disability income coverage if your client or spouse has some type of coverage. Click “Add Policy”.

Disability Income Needs Goal Notes

Any notes added to the “Disability Income Needs Goal Notes” section will show on the Advisor Notes page in the printed presentation.