What is Planning Toolkit?

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  • Planning Toolkit is a needs analysis financial planning software package with twelve integrated planning modules.
  • A fact finder questionnaire allows you to gather and enter data once. All information distributes into each integrated module.
  • It is easy to use and allows advisors to complete a full financial plan in 30-45 minutes.
  • Plans can be as short as 1 module (single need) or 12 modules (full plan).

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