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.
Bonus Content! - Run Funding Scenarios with Target-Maps
Lesson List
