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Profiles Professional v9.0

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Profiles Professional Training & Support

Core module:
Retirement Accumulation Analysis

This module will enable you to

Define your clients’ retirement goal, implement your recommendations, and present them to your clients

• Specify the retirement time horizon and monthly income need
• Define the income need at different ages through retirement
• Assess what-if retirement scenarios
• Implement retirement strategies into a comparison case
• Use output pages to compare and explain results

Self Study Options	Cost	Time
View Video Clip	FREE	16 minutes
Download Self-study Guide	FREE	Self-paced
Instructor Led Options	Cost	Time
Register for a Live, Web-based session	$50 USD	90 minutes
Register for Classroom training	Contact us	1-2 days

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Incomes & Expenses : : Assets & Liabilities : : Retirement Accumulation Analysis : : Manage and Allocate Assets -------------------------------- Elective Modules : : Protection Planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution