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Short & Simple Reports

 

Do They Want the Bottom Line?
Does your client want to see your recommendations on just one page? MasterPlan has many one-page summary reports for those clients that want to concentrate on the essentials. For example, the bottom line of the Capital Needs report answers the question: "How much life insurance do I need?"

Sample client information is included in the LIVE DEMO CD-ROM as well as Fact Finder Files, and Sample Reports and Graphs files for you to print out.

To check it all out, request a FREE LIVE DEMO CD-ROM.

 

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