1. A Wolters Kluwer Company FP Focus: …..Focus on the Plan Exceptional Advice Just Got Easier

2. A Wolters Kluwer Company An executive summary of the key planning areas. Clear and concise documents Ability to change graphs on the fly.

3. A Wolters Kluwer Company Nine Key Summary Documents

4. A Wolters Kluwer Company Displays all of the client’s personal information Shows key investment and tax assumptions used

5. A Wolters Kluwer Company Detailed Net Worth Statement for any year of the plan. scroll bar changes year being displayed on screen.

6. A Wolters Kluwer Company Investment Summary Asset allocation Account balances Deposits/withdrawals A detailed ledger page is also provided

7. A Wolters Kluwer Company Shows cash flow for any two years of the plan. Easily determine deficiencies or excesses of cash flow in any year of the plan.

8. A Wolters Kluwer Company Tax payable both federally and provincially Shows income splitting opportunities

9. A Wolters Kluwer Company Retirement Summary Page Outlines how much clients need to save to meet their goals.

10. A Wolters Kluwer Company Survivor Needs Summary Any year in the plan can be displayed Includes estate insurance needs

11. A Wolters Kluwer Company Disability and/or Critical Illness Summary Charts show the effects disability has on desired lifestyle

12. A Wolters Kluwer Company The Estate Net Worth Summary Projected value of all assets and the impact of estate expenses