Yes. To create a single needs analysis click on the Planners tab to access these planning modules:
- Cover Page
- Goals
- Cash Flow
- Net Worth
- Asset Allocation
- Retirement
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Critical Illness Insurance
- Education Planner
- Estate Planning Checklist
- Estate Tax Calculator
- Recommendations
To create more detailed plans with full client/spouse integration, we recommend you use Planning Toolkit.
