By introducing Financial Spectrum Pro To your practice Tip the Scales in Your Favor
Financial Spectrum Pro An interactive graphical point of sale tool Designed by Advisers for Advisers Featuring Option for Personal or Corporate Branding. Automatic English or American date formats. Wide range of presentation options. Single Product or comprehensive analysis. Acts as a presentation control centre. User has complete control over reporting functions.
Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.
Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.
Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.
Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.
Use Financial Spectrum for “Risk” Single Product Sales and Concept Illustrations. (samples follow)
Analyse the protection needed in the event of :- Death Death Trauma Trauma TPD TPD Income Loss Income Loss
Analyse the protection needed in the event of :- Death Death Trauma Trauma TPD TPD Income Loss Income Loss
Conduct a full comprehensive needs analysis uncovering:- Risk Needs Risk Needs Investment Opportunities Investment Opportunities Business Insurance Business Insurance Retirement Retirement
Collects the details of each asset & liability in a logical sequence
Asset values Ownership Retention or sale
Liabilities To be cleared or retained
Evaluate any business assets and their value to the Client
Graphical Summary of Assets & Liabilities A right mouse click on any graph displays the figures behind each graph. Each asset can be individually graphed.
Powerful Income Summaries demonstrate ‘Human life values’ “You will earn a fortune between now and retirement” “If you keep saving at the same rate how much will you have at retirement?”
Graphically analyses Client’s needs with interactive changes. Separate planning screens for both domestic partners. Death TPD Trauma
Graphically analyses Client’s needs with interactive changes. Plan ongoing income required in the event of: Death Trauma TPD
Graphically analyses Client’s needs with interactive changes. Capital required in the event of: Death Trauma TPD
Graphically analyses Client’s needs with interactive changes. Capital available in the event of: Death Trauma TPD
Demonstrates the potential loss of income through disability.
Wide Reporting Options using Microsoft Word™ templates A broad range of standard reports are included. Each report is fully customizable. A special merge manager is provided with over 750 merge fields for personal customization.
Additional Modules Enabling… Development of Education funding plans. Funding future planned expenditure. Retirement Planning. Model Mortgages and Loans. Please Note: We believe most of the modules will be adaptable to most English speaking countries. However Financial Spectrum Pro does also include modules that rely on income tax rates and rules and as a result these modules may not be adaptable to some countries. These modules have not been promoted in this material.
Funding Planned Expenditure Analyse education funding needs and protection. Plan funding for holidays, home deposit, cars, boats and other expensive items. Planning Investment & savings targets
Planning Retirement Funding
Model Mortgage Options
Reports use MS Word™ Templates Use Standard Reports or Customize Your Own with over 750 Merge Fields Available.
Financial Spectrum is also a presentation control centre. Run a wide range of programs and link to websites.
Financial Spectrum Disturbs Motivates Calculates Presents Reports © Today & Tomorrow Pty Ltd - all rights reserved. Today & Tomorrow Pty Ltd Phone Skype arnejespersen -