Optional features and printed materials

Advanced Estate Planning module

Provide a complete estate planning solution. With the Advanced Estate Planning module, you can model multiple scenarios, use robust tools for WRTs, FOBs, QPRTs, etc., and combine estate analytics and concepts in easy-to-understand reports.

Monte Carlo Simulation module

Demonstrate the probability of success when projecting a client's retirement goals by taking into account various risk factors not considered under traditional methods.

Ibbotson Security Classifier module

Access a database of 75,000 mutual funds, individual securities, and variable annuities to classify a client’s current holdings into multiple asset classes for a portfolio analysis. To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.

Forefield Content

Add value to your presentation materials. Direct access to Forefield's compliant content enables you to consult the latest research on thousands of financial topics to provide more meaningful information to your clients. Research is neutral, accurate, and current. This content may be purchased online through Forefield.

Client brochure - Why You Need a Financial Strategy

Show your clients how financial planning is the means to a more secure financial future. Communicate the need for your services with this brochure, which can be used as a direct mail insert, seminar or presentation handout, and conversation supplement. Package of 50.
View a sample Why You Need a Financial Strategy Brochure.
Cost: $20

Client brochure - A Personal Financial Check-up

Align your services with the needs of prospective clients. Use this data-gathering tool during initial meetings or as part of a direct mail campaign to learn more about your client's financial priorities. Package of 50.
View a sample A Personal Financial Check-up Brochure.
Cost:$22.50

Client brochure - Business Financial Check-up

Determine which services your clients in the business and estate markets require. This brochure helps you gather the facts you need about these prospective clients. Use it in direct mail campaigns and interviews. Package of 50.
View a sample Business Financial Check-up Brochure.
Cost: $22.50

Client brochure - Achieve Financial Security

Motivate prospects to take the next step. Use this brochure to outline the planning process and describe value-added services that help your clients achieve financial security. Package of 50.
View a sample Achieve Financial Security Client Brochure.
Cost: $20

Profiles Professional Comprehensive Fact Finder – for use with v9.0 & v9.2

Collect hard data to properly analyze your client's financial situation. This comprehensive data-gathering tool maps directly to the software so you can easily input your client's financial details and create a winning plan. Package of 50.
View a sample Profiles Professional Comprehensive Fact Finder.
Cost: $50

Profiles Professional Risk Tolerance Questionnaire

Measure an individual's willingness to accept uncertainties in their investment performance using this six-question survey. Package of 50.
View a sample Profiles Professional Risk Tolerance Questionnaire.
Cost: $25

Pre-Meeting Questionnaire

Set the stage for insightful and productive discussions. This new, eight-page questionnaire guides clients through the initial information-gathering stage so that when you're ready to meet, they have the most relevant financial information at their fingertips. Send this form to clients prior to meetings. Package of 50.
View a sample Pre-Meeting Questionnaire.
Cost: $35