Can I create a single needs analysis in Concept Toolkit?

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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.


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