ExpenseNeedTypeCode

Description
Type of the expense need

Type : OLI_LU_NEED
DescriptionNameValue
Access for Required Minimum DistributionsOLI_NEED_ACCESSFORRMD66
Asset ProtectionOLI_NEED_ASSETPROTECT32
Asset Repositioning AnalysisOLI_NEED_ARA11
Bank Owned Life InsuranceOLI_NEED_BOLI44
Business ContinuationOLI_NEED_BUSCONT38
Business Expenses CoverOLI_NEED_BUSINESSEXPENSE69
Buy/SellOLI_NEED_BUYSEL35
CashOLI_NEED_CASH1
Charitable GivingOLI_NEED_CHARITABLE9
Corporate Owned Life InsuranceOLI_NEED_COLI45
Debt PaymentsOLI_NEED_DEBTPAYMNT24
Deferred CompensationOLI_NEED_DEFCOMP34
Education FundingOLI_NEED_EDFUNDING4
Eliminate FeesOLI_NEED_ELIMINATEFEES67
Employee BenefitOLI_NEED_EMPLOYEEBEN46
Estate ConservationOLI_NEED_ESTCONSV62
Estate LiquidityOLI_NEED_ESTLIQUID47
Estate PlanningOLI_NEED_ESTATE10
Estate TaxesOLI_NEED_ESTTAX63
Executive Bonus (Section 162)OLI_NEED_EXECBONUS37
Executive Bonus (Section 162) with restrictionsOLI_NEED_RESTRICTBONUS58
Family IncomeOLI_NEED_FAMINC17
Family Income Cont. (Death)OLI_NEED_FIC_DEATH2
Family Income Cont. (Disability)OLI_NEED_FIC_DISABILITY3
Family ProtectionOLI_NEED_FAMILYPROTECTION48
Farmer's InheritanceOLI_NEED_FARMERINHERIT70
Final ExpensesOLI_NEED_FINALEXPENSE28
Food and ClothingOLI_NEED_FOODCLTH22
Future Insurability ProtectionOLI_NEED_FUTUREINSURABILITYPRO64
GeneralOLI_NEED_GEN19
GiftingOLI_NEED_GIFTING8
Goal AttainmentOLI_NEED_GOAL6
Grantor Retained TrustsOLI_NEED_GRT12
Group Carve OutOLI_NEED_GRPCARVEOUT49
GrowthOLI_NEED_GROWTH29
Growth InvestmentOLI_NEED_GROWTHINVST30
Guaranteed Issue Life InsuranceOLI_NEED_HOLI50
Health Insurance SupplementOLI_NEED_HEALTHSUPPL31
Home Ownership PlanningOLI_NEED_HOMEOWN5
HousingOLI_NEED_HOUSE20
Income Tax DeferralOLI_NEED_INCOMETAX68
Insurance PremiumOLI_NEED_INSURANCE26
Investment OutlayOLI_NEED_INVESTOUTLAY27
Juvenile CoverageOLI_NEED_JUVENILECOVERAGE60
Key PersonOLI_NEED_KEYPERSON36
Loan IndemnificationOLI_NEED_LOANINDEMN39
Long Term CareOLI_NEED_LTC13
Mass Marketing Life InsuranceOLI_NEED_MOLI51
MedicalOLI_NEED_MEDICAL25
Minimum Guaranteed Interest RateOLI_NEED_MINGUARINTRATE65
Mortgage AccelerationOLI_NEED_MORT18
Non-working SpouseOLI_NEED_NONWORKSPOUSE59
Older Age CoverageOLI_NEED_OLDERAGE61
OtherOLI_OTHER2147483647
Pension MaximizationOLI_NEED_PENMAX14
PersonalOLI_NEED_PERSONAL52
Personal Loan between IndividualsOLI_NEED_PERSONALLOAN71
Qualified PlanOLI_NEED_QUALPLAN53
Retirement Income PlanningOLI_NEED_RETIRE7
Simplified Employee Retirement PlanOLI_NEED_EMPRETPLAN54
Sole ProprietorshipOLI_NEED_SOLEPROP55
Split DollarOLI_NEED_SPLITDOLLAR40
Structured SettlementsOLI_NEED_STRUCTSET15
Succession PlanningOLI_NEED_SUCPLAN56
SuretyOLI_NEED_SURETY72
Term ConversionOLI_NEED_TERMCONV16
TransportationOLI_NEED_TRANSPORT23
TrustOLI_NEED_TRUST57
UnknownOLI_UNKNOWN0
UtilitiesOLI_NEED_UTILITY21

Parents
ExpenseNeed FinancialGuideline Intent