AdvisorSuite Insurance
Overview
Seven insurance calculators for advisors: life needs (DIME), disability, term vs. permanent, critical illness, cash value, LTC.
AdvisorSuite Insurance — 7 Calculators for Insurance Advisors AdvisorSuite Insurance brings seven of the most commonly requested client-facing calculators together in one free-to-use suite: • Life Insurance Needs — Helps determine appropriate coverage based on income, debts, and dependents. • Disability Insurance Needs — Estimates coverage needed to protect income in the event of disability. • Term vs Permanent Life Comparison — Side-by-side cost and value comparison for client decision-making. • Critical Illness Coverage — Estimates appropriate critical illness coverage amounts. • Cash Value Growth — Projects cash value accumulation in permanent life policies. • LTC Cost Calculator — Estimates long-term care costs and coverage needs. • Premium Affordability — Helps clients understand premium costs relative to budget. How it works: All seven calculators are fully functional for free — use them with clients right away, no signup or payment required. Every result is clearly presented with charts and key figures, marked "Powered by AdvisorSuite Insurance." Go white-label: A one-time payment (no subscription, no renewal) removes all AdvisorSuite branding and unlocks full white-label customization — add your firm's logo and brand colors. Built for advisors: Whether you're a solo advisor or part of a larger firm, AdvisorSuite Insurance is designed to slot directly into client meetings.
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Details
- Version1.0.0
- UpdatedAugust 3, 2026
- Offered bydaniel
- Size30.98KiB
- LanguagesEnglish
- DeveloperDANIEL THOMAS BALLARD
5549 Mitch Owens Rd Gloucester, ON K1X 1C2 CAEmail
daniel@discovermanotick.caPhone
+1 613-796-0318 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
AdvisorSuite Insurance has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
AdvisorSuite Insurance handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
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