Profiles Professional v9.3

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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	20 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Thursday January 20 10:00 AM CT Wednesday February 9 10:00 AM CT Wednesday March 16 10:00 AM CT	$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