Infinitefs Recommendation Engine

Client Intake

First Name *

Last Name *

Email *

Investment Amount ($)

Phone

Company

Primary Goal

Time Horizon

Risk Tolerance

Liquidity Need

Existing Life Insurance

Tax Preference

Need Future Retirement Income?

Legacy / Death Benefit Priority

Lead Stage

Advisor Name

Client Objections / Concerns

Advisor Notes

Ready.

Recommendation Output

FIA = safety + income IUL = growth + tax advantage + legacy Hybrid = diversification

Client profile will appear here

Recommendation confidence

Safety Score

Growth Score

Liquidity Score

Legacy Score

Primary Recommendation

Not generated yet

Complete the intake and click Generate Recommendation.

Secondary Recommendation

—

Suggested Allocation

—

Caution flags will appear here after generation.

Objection Handling Prompts

Tailored responses will appear here after generation.

Client Proposal Summary

A structured proposal summary will appear here.

Advisor Summary

Advisor notes and follow-up actions will appear here.

Internal use only. Final suitability, carrier selection, underwriting, and disclosures must be reviewed before presentation as final advice.

INFINITEFS LLC