In the SAMPLE below, there are wo parts: -
Using the Needs Illustrator is simple and is designed to enable advisors and support staff to run different scenarios to provide an illustration of how a clients projected financial planning position in respect of death, capital disability and/or retirement varies according to changed data. This allows users to perform instant results when running different scenarios, values or assumptions.
It certainly is not a difinative Financial Needs Analysis! Its use is for illustrative purposes only and its full integration within pfireStorm ensure continuity of information, compliance recording, and generates an illustrative report tailored to your brand and unique to your client.