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Decision Tree Needs

LIFE

Lily Advisor Decision Engine – Expanded
Lily Solutions Advisor Tool

Life & Annuity Decision Engine

Expanded advisor needs analysis with branching logic, calculations, underwriting flags, product scoring, rider suggestions, layered strategies, and a hard-coded carrier library of more than 40 comparison candidates—including GTL and ManhattanLife.

Client Profile1 of 11

1. Client Profile

2. Client Goals

3. Life Insurance Needs

4. Existing Coverage and Policy Review

5. Budget, Time Horizon, and Preferences

6. Retirement and Annuity Needs

7. Rider and Benefit Priorities

8. Client Decision Style

9. Underwriting and Suitability Review

10. Needs Review

Life coverage gap$0
Monthly income gap$0
Annuity concentration0%
Annual premium capacity$0

11. Possible Strategies and Advisor Summary

Suggested Riders and Follow-Up Questions

Hard-Coded Carrier Library Included

Agent Documentation

This tool provides an initial category-level needs analysis. It does not replace carrier-approved illustrations, underwriting, suitability review, replacement analysis, state requirements, legal advice, tax advice, or compliance procedures.
Lily Solutions • 980-288-5798 • lilyinsured.com
"Suzette has a thorough knowledge of Medicare and helped my husband and I along with many family members to select the best packages for us."
Pat H.
Pat H.*****
" I was Happy to meet Suzette, finally someone to provide personal service at your convenience. She is extremely knowledgeable of Medicare Healthcare products and can answer any question you might have. I meet with her every year and her services are exceptional. Thank you Suzette "
Carolyn C.
Carolyn C.*****
" Suzette is very knowledgeable about many different insurance policies and worked hard to find the one that suited our needs."
Martha A.
Martha A.*****
" I like that Suzette keeps you up to date about the changes with insurance. She is patient and caring and polite. She is also very knowledgeable in what she does and is reliable and ready to answer any question you may have. "
Linda B.
Linda B.*****

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