Welcome to Velmora Financial Group!

Financial Needs Analysis

At Velmora Financial Group, we understand that everyone's financial situation is unique. Our Financial Needs Analysis is designed to provide clarity, help you identify financial gaps, and build a personalized financial plan tailored to your life's goals.

CALCULATE YOUR INSURANCE NEEDS

Why You Need a Financial Needs Analysis

A comprehensive Financial Needs Analysis (FNA) helps you understand:

Current Financial Situation

Clearly see your income, expenses, assets, and liabilities.

Future & Investment Goals

Set achievable goals for retirement, education funding, major purchases, and find opportunities to grow your wealth and secure your future.

Insurance

Needs

Determine the right amount and type of insurance coverage required to protect your family.

Ready to get started?

How It Works

Our Financial Needs Analysis includes:

  • Personalized Questionnaire:

    Answer targeted questions about your current finances, family status, and future plans.

  • Detailed Review:

    Our financial advisors review your responses to assess your current financial health.

  • Customized Report:

    Receive a tailored financial roadmap outlining your financial needs, risks, and recommended solutions.

  • Actionable Strategies:

    Work together with our experts to implement actionable plans for long-term financial security.

Don't worry, we can help!

Financial Needs Analysis Calculator

Start Your Financial Needs Analysis below

Enter Your Details to Calculate

Your Life Insurance Need

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Life Insurance Needs Calculator

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Frequently Asked Questions

What types of insurance do you offer?

We offer term, whole life and universal life, travel, disability, critical illness, mortgage protection, final expense, and business insurance tailored to your needs.

How can I become an insurance agent with Velmora?

Visit our "Join Our Team" page to learn about the opportunities, training, and mentorship we provide to help you succeed.

Do I need a medical exam to get coverage?

Many of our plans offer simplified or guaranteed issue options, which may not require a medical exam.

Can I customize my insurance plan?

Absolutely. We work with you to build a plan that fits your budget and goals, whether you're protecting your family, business, or future.

What happens during a policy review?

We assess your current coverage, discuss life changes, and adjust your plan to ensure it still meets your needs.

Do you offer retirement and investment solutions?

Yes, we help you build a long-term plan through registered and non-registered investment options designed for growth and security.

Is travel insurance only for international trips?

No, we also offer plans for travel within Canada, including emergency medical coverage, trip interruption, and more.

What support do agents receive when they join Velmora?

Our agents receive training, marketing tools, CRM access, mentorship, and a supportive community to help them grow their business.

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