In this session, we will demonstrate how the needs analysis tool can add impact to your conversations with prospects. This tool gives you the opportunity to quickly provide high-level analysis with limited data entry and is complete with an end deliverable.
Looking for specific information on Needs Analysis?:
Jump ahead using the chapter timestamps shown below:
- Adding a Sample Client 7:21
- Reviewing the New Worth within Basic Facts 9:24
- Entering Income in Basic Facts 11:38
- Reviewing Needs Analysis tool within Plans 13:29
- Using Needs Analysis under Tools within Plans tab 15:56
- How to Set up a Client Website 18:00
- Looking at Retirement Analysis 18:21
- Having Facts and Plans open at the same time 24:25
- Reviewing the Advanced Facts 24:41
- Modeling Contributions within Needs Analysis 31:45
- Sending your report to the Vault 36:06
- Looking at Cost of Retirement within Needs Analysis 38:58
- Reviewing your Presentation 40:49
- Reviewing Advanced Planning 49:21
- Getting Help in the Knowledge Base 51:50
Additional Resources:
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