AssessBEST is a cloud-based insurance sales system that discovers your client’s Guaranteed Insurance Gaps (GIG)™ for protecting savings and providing guaranteed income.
AssessBEST is an easy-to-use customer profiling process, helps the agent understand the their clients financial objectives, time horizon, assets, liabilities and risk tolerance as required under best interest regulations.
AssessBEST, unlike most financial planning tools, is solely focused on identifying insurance gaps. Advisors will utilize the unique insurance gap calculation tools and determine the insurance needs in a client’s financial plan. AssessBEST is designed to give insurance professionals the ability to develop a customized, high quality, easy-to-read Assessment & Recommendation Report with unique client data and insurance needs identified.
AssessBEST is available through FACC member IMOs and BGAs.