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Enter all personal information for client, spouse and dependants including names, dates of birth, contact information, and possible State Benefits. |
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Select which Life Goals you want to present to the client. The software will automatically turn off screens you do not need to fill out based on the Goals you select. |
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Enter salary and other income information for Client A/B. These amounts will be used in calculating needs for Survivor, Retirement, and Disability Income Goals. |
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Enter current non-retirement asset and debt information for Client A/B. These amounts will be used in calculating needs for Survivor, Retirement, and Disability Income Goals. |
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Enter current retirement asset information for Client A/B. These amounts will be used in calculating needs for Survivor and Retirement Goals. |
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Enter all assumptions that are used throughout the presentation, including rates of return and inflation rates. |
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Monthly Savings Goal for Education determines how much would be needed today and how much would need to be saved each month to provide higher education needs for all dependants. Enter dependants and higher education costs to be used in this analysis and any current education savings. |
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Monthly Savings Goal for Retirement illustrates how much the client needs to save for retirement. Enter assumptions to be used for this analysis. |
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Survivor Needs Goal illustrates life insurance needs assuming Client A/B dies today. Enter assumptions to be used in this analysis and any existing life insurance policies. |
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Disability Income Needs Goal illustrates insurance needs assuming Client A/B becomes disabled today. Enter assumptions to be used in this analysis and any existing disability insurance policies. |
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Long-Term Care Needs Goal illustrates insurance needs assuming Client A/B incurs a long-term care event. Enter assumptions to be used in this analysis and any existing long-term care insurance policies. |
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If you are illustrating the Survivor Needs Goal for Client A/B, this page allows you to recommend a proposed life insurance policy as a solution in the printed presentation. |
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If you are illustrating the Disability Income Needs Goal for Client A/B, this page allows you to recommend a proposed disability insurance policy as a solution in the printed presentation. |
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If you are illustrating the Long-Term Care Needs Goal for Client A/B, this page allows you to recommend a proposed long-term care insurance policy as a solution in the printed presentation. |
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Use this screen to enter text that will appear on the “Important Notes” page in the printed presentation. This page may be used to create a more customised presentation for the client, explain your recommendations, and recommend additional analysis and next steps. |
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Select which pages to print. Also set the order in which the goals will appear in the presentation. |