
Publication number: ELQ-78346-1
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LifeSelect Advisor — Life Insurance Selection Tool
LifeSelect Advisor is a professional desktop tool that analyzes your personal and financial profile against all 6 major life insurance product types.
LifeSelect Advisor is a professional desktop tool that analyzes your personal and financial profile against all 6 major life insurance product types, ranks them by suitability, and generates fully formatted Excel workbooks and PDF reports in one click. No browser. No subscription. No cloud. Just double-click and run.
What's included:
🛡 life_insurance_advisor.py - The complete tool. One file.
📄 README.txt - Setup and usage instructions
📋 requirements.txt - Two-line pip install reference
The 4-tab workflow:
Profile - Enter age, gender, health status, dependents, tobacco use, and marital status
Financial & Risk - Set income ($20K–$500K slider), debt level, savings status, risk tolerance, and coverage duration (5 years to Lifetime)
Goals -Select from 8 protection goals: Income Replacement, Debt Coverage, Estate Planning, Retirement Supplement, Investment Growth, Final Expenses, Business Continuity, Education Funding
Results - Instantly see all 6 products ranked by suitability score with match bars, pros/cons, and tags
6 Products Analyzed:
1. Term Life Insurance - Pure Protection
2. Whole Life Insurance - Lifetime Guarantee
3. Universal Life Insurance - Flexible Permanence
4. Variable Life Insurance - Market-Linked Growth
5. Variable Universal Life (VUL) - Maximum Flexibility
6. Term + Whole Life Blend - Layered Strategy
Excel Export (.xlsx) - 3 sheets:
📊 Dashboard - Profile summary grid, full rankings table, and an auto-generated suitability bar chart
📋 Product Details - Description, premium range, cash value info, color-coded pros/cons for every product
📐 Comparison Matrix - Side-by-side attribute grid across all 6 products
PDF Export (.pdf) - Multi-page polished report:
• Cover banner with profile name and date
• Profile summary table
• Product rankings overview
• Full product cards with scores, descriptions, advantages, and considerations
System requirements:
- Python 3.8+ (free at python.org) - Windows, macOS, or Linux
- tkinter - already built into Python, nothing to install
- Two pip packages for exports: pip install openpyxl reportlab
Who this is for:
✅ Independent insurance agents building client-facing tools
✅ Financial advisors who need quick product comparisons
✅ Fintech developers prototyping insurance features
✅ Python learners wanting a real-world GUI project to study
✅ Anyone evaluating their own insurance options
--- > This tool is for educational and illustrative purposes and > does not constitute financial or insurance advice. Always consult a licensed professional before making coverage decisions.
CONTENT RATING: Everyone
FILE TYPE: Digital product (.zip)
This Best Practice includes
Python code, Python executable file, Sample Excel + PDF Outputs
