Exec Plan Tour Pg. 3

Tour Page 3

JUST POINT AND CLICK	You're a mouse click away from meeting all your planning needs.

ExecPlan's intuitive menu structure with "point and click" capability allows you to go directly to any function. Combined with its flexible, integrated data entry, you can:

Enter unlimited information on any specific item

Select only items needed for an individual client

	Dynamically determine the level of detail for each client
	Let the system make the entries for you by selecting automatic data entry items

Call up context-sensitive, on-line help at any time

PROFESSIONAL REPORTS

Make it easier to offer the best Presentations to your clients.

ExecPlan makes your client presentations clear, complete, meaningful, and accurate. With over 125 built-in reports available, including projections, you select exactly what you need. Create a customized report package, including text and graphics, with the level of comprehension, detail and format suitable for each client. Plus, to provide full report
documentation supporting schedules are available.

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ESTATE PLANNING

Simplify the complexities of estate planning.

This function is designed to give you virtually unlimited 'What If" analysis capability. You can analyze the overall effect of changing asset distributions, creation of trusts, hypothetical timing of when either spouse predeceases the other, and the time frame between two estate analysis points. As an additional aid to planning, ExecPlan allows you to make adjustments directly to items appearing in estate reports, and then recomputes the results instantly.

In clear, one-page reports, estate distribution flowcharts are used to show the client what will happen to the assets of each estate. Full estate analysis can be done with text reports, financial statements, and even a one-page SnapShot report. These reports are excellent methods of demonstrating the overall effects that modification of current wills would have on distribution of assets.

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