Sample client reports
US product
See examples of the reports you can present to your clients
Profiles Professional offers more than 400 report pages that can be used to tailor presentations to client needs.
- Profiles Professional - Express Mode
- Profiles Professional - Comprehensive Mode
- Profiles Professional - Detailed Cash Flow Mode
- Profiles Professional - Advanced Estate Report
- Profiles Professional - Business Profile
- Profiles Professional - Progress Report
Presentation Module sample reports
After using Presentation Module to guide a conversation, encourage the client to take action with a personalized client report that uses a pre-selected template.
- Presentation Module – Road to Retirement
- Presentation Module – Planning to Protect
- Presentation Module – Planning for your Family’s Education
- Presentation Module – Cash Flow Planning
Annotated sample report
Annotations in this report offer tips to help you effectively present plans to clients. Specific graphs and calculations are highlighted to help you provide clients with sales-focused explanations of the report.