ExecPlan Tour Page 4

TOTAL INTEGRATION	Total integration can be seen in the reports of a financial plan.
A single entry can affect any number of reports, much in the same way it can produce multiple entries in the data entry section. These figures are utilized in different ways, and integrated into reports with three levels of depth, to provide clients with alternative ways to view and understand the information.

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SNAPSHOT REPORTS

These easy-to-understand reports are designed to provide a clear, graphic and text analysis for client presentations. This built-in ExecPlan Graphics System enables you to create standard or custom one-page reports. SnapShots can include comparative "What If" analysis or they can show a profile at a specific time or over a selected period of time.

RETIREMENT, DISABILITY AND DEATH

Retirement, disability, and death are included in
the ExecPlan Reporting System. Utilizing
ExecPlan's text reports, financial summaries, and
even graphic summaries, you can easily illustrate exactly how each situation would affect your clients financial picture. All the data is entered just once- the system calculates all of the numbers necessary to make the best recommendations.

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