INFINITEFS LLC

Client Discovery + Auto Product Recommendation Engine

Client Intake

Recommendation Output

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

Safety Score

0

Growth Score

0

Liquidity Score

0

Legacy Score

0
Primary Recommendation

Not generated yet

Complete the intake and click Generate Recommendation.

    Suggested Allocation

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    Objection Handling Prompts
    • Tailored responses will appear here after generation.

    Client Proposal Summary

    A structured proposal summary will appear here.
    Internal use only. Final suitability, carrier selection, underwriting, and disclosures must be reviewed before presentation as final advice.