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Lesson: Have You Saved Enough for your Goals? Target-Maps™ in 6 mins.

Create a quick funding conversation

Written by Mike S

Overview

Target-Maps are a quick way to assess the client's resources presented on the Asset-Map to achieve various funding requirements. Compare what the client has available with what the client desires using templated funding goals:

Loss of Life

Long Term Care

Retirement

Education

Long Term Disability

After gathering enough financial information on the Asset-Map you're ready to run Target-Maps.



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