Suitability Policy Prep

by Jonas

Turns one client's profile and financial facts into a requirement-by-requirement suitability map, then a drafted suitability brief and policy or loan prep checklist, with a source line behind every finding and number. Anything the records don't support is marked NEEDS ADVISOR instead of guessed. Everything stays a draft for your review, decision, and sign-off; nothing is sent to clients, carriers, or lenders.