Outline key insurance coverage values to determine if what the client has is what they want. |
Let's summarize what we've discovered so far. The maximum coverage guideline for your age and income level is $xxx. You currently have $xxx of coverage in force. We've also calculated the coverage necessary to achieve your current goals is $xxx - leaving an insurance coverage shortfall of $xxx. So considering what we've discussed, how much coverage do you want? |
The first three calculated values were generated from prior screens of the storyboard. The Insurance Coverage Shortfall (or overage) = Current Coverage In Force - Coverage necessary to Achieve Goals. |