Multi-Issue

The Multi-Issue Planning module allows advisors to include the results from multiple modules in a single report, enabling clients to review two or more areas of their financial situation at one time.

Module Target User – Advisors
Completion Time – 5 minutes (assumes included modules are already complete)

This module:

Allows two or more Planning level modules to be combined to form a single report with an integrated executive summary
Available modules for Multi-Issue Planning include:
-    Accumulation
-    At Retirement
-    Concept Profiler
-    Debt Management
-    Disability
-    Education Funding
-    Estate Preservation
-    Financial Statements
-    IRA Analyzer
-    Long-Term Care
-    Lump Sum Pension Distribution
-    Retirement
-    Survivor Needs

Multi-Issue

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