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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EDUCATION FUNDING

ExecPlan system objective is to bring clear and accurate data into the client’s educational planning analysis. ExecPlan accomplishes that by providing fully integrated approach and a stand alone approach.

The stand alone approach enables the user to enter the relevant information that will be reflected in a simple to understand and straight forward savings and payment schedules. The schedules incorporate each child or all whether it is for private high school or for graduate studies.

Using the fully integrated approach, ExecPlan will allow the user to integrate educational funding events into the client’s retirement plan, hence will enable the user to analyze the most cost effective way to save and spend for that future event. This approach will incorporate the impact of income taxes and liquidity issues that may vary from different saving and funding strategies.
The following features are integrated and can be used according to your client needs:

The ability to specify varying inflation rates and educational expenses for the client or his family members

529 plans

Educational IRAs

Hope and Lifetime learning credits

Allowable income tax deduction for qualified education expenses

free withdrawals from US bonds to fund education expenses