Profiles Professional Training & Support
Sample Reports
See examples of the reports you can present to your clients
Profiles Professional offers more than 400 report pages that can be used to tailor presentations to client needs.
Profiles Professional - Express Mode
Profiles Professional - Comprehensive Mode
Profiles Professional - Detailed Cash Flow Mode
Profiles Professional - Advanced Estate Report
Profiles Professional - Business Profile
Profiles Professional - Progress Report
Presentation Module sample reports
After using Presentation Module to guide a conversation, encourage the client to take action with a personalized client report that uses a pre-selected template.
Presentation Module – Road to Retirement
Presentation Module – Planning to Protect
Presentation Module – Planning for your Family’s Education
Presentation Module – Cash Flow Planning
Annotated sample report
Annotations in this report offer tips to help you effectively present plans to clients. Specific graphs and calculations are highlighted to help you provide clients with sales-focused explanations of the report.
Professional Annotated Sample Report
