This is a sample of 6 Reports. The first document discussed how to use Reports and Sample Plans. In addition, you will find next to the video, reports for “Starting Position & Starting Position Report” and “Insurance Needs Evaluation”.
Reports & Sample Plans
Overview of Reports and Sample Plans
Plan Map
Describes all the actions for each account in the plan
Plan Summary – the First 5 Years
Demonstrates the first five years on a year-by-year basis.
Check Your Plan Outcomes
Reviews the outcomes of the plan.
Financial Objectives & Lifestyle Goals
Describes financial objects and lifestyle goals
5-Year Loan Report
Details all loan information on a year-by-year basis for the first five years of the plan.
Comparison of 2 Plans
A plan is selected and the results are compared with a second plan.
