As with all RightBRIDGE tools, the Life Insurance Wizard gathers client information, including client’s age, income, and current insurance coverage. There are then two possible tracks the user can engage…
Validation
The RightBRIDGE Life Insurance Wizard utilized in its validation track, helps to determine the suitability of a proposed or in-force policy. The solution:
Selection
The RightBRIDGE Life Insurance Wizard utilized in its selection track, provides the user: