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Learn MoreOftentimes, just explaining the monetary value of a properly prepared estate plan is not enough – you need to show the effect of your services on your clients’ estate. Luckily, the Compare Distributions report within the Distribution Center was built for just for such an occasion. Available within the Estate Flow Charts, it provides a visual representation of the various estate planning decisions your clients can make.
With the Compare Distributions report you can compare Base Facts to any scenario you’ve built for a high net worth client by providing side-by-side comparisons of differences in Taxes & Expenses, Distributions to Heirs, and Distributions to Charities.
After displaying the power of your technology to high net worth clients, the value you add as an advisor becomes immediately clear.
