Last month, we released the first set of new charts designed to enhance the insights previously only accessible through our Advisor Opportunity reports.
Next month, we’re releasing three new charts, adding even more value to the Analytics platforms you know and love—allowing you to make data-driven decisions that differentiate your business so you can better serve your clients.
New charts releasing next month include:
Insurance Policies by Client
Does your client have sufficient life insurance? Are both your client and their spouse insured? Answer these questions and more with this chart designed to provide insight into your client’s insurance coverage.
Top Clients by Salary
This chart will provide even more insight into your clients based on their income, so you can assess their potential planning needs.
Advisor Reports being discontinued include:
As these new charts are released, we’ll discontinue the corresponding Advisor Reports. The following Reports will be discontinued on December 4.
- Life Insurance Needs
- Long-Term Care Insurance Needs
- Disability Insurance Needs
- Excess Cash Balance Report
- Total Income Report
Stay tuned for more information next month! Questions? Give us a call at 888-362-8482 or send us an email.