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Profiles Professional v9.3

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Profiles Professional Training & Support

Core module:
Manage and Allocate Assets

This module will enable you to

Capture your clients’ current plans for asset management and reallocation.

• Assign assets to retirement, survivorship, education, or accumulation goals
• Designate assets intended to receive surplus and lump income
• Model the sale or downsize of a residence
• Designate the order assets are to be redeemed to cover goals
• Specify your clients’ current asset reallocation plans

Self Study Options	Cost	Time
View Video Clip	FREE	17 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session	$50 FREE	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