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By introducing Financial Spectrum Pro To your practice Tip the Scales in Your Favor.

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Presentation on theme: "By introducing Financial Spectrum Pro To your practice Tip the Scales in Your Favor."— Presentation transcript:

1 By introducing Financial Spectrum Pro To your practice Tip the Scales in Your Favor

2 Financial Spectrum Pro An interactive graphical point of sale tool Designed by Advisers for Advisers Featuring  Option for Personal or Corporate Branding.  Automatic English or American date formats.  Wide range of presentation options.  Single Product or comprehensive analysis.  Acts as a presentation control centre.  User has complete control over reporting functions.

3 Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.

4 Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.

5 Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.

6 Promote Your Practice Design your own promotional screen. Design your own promotional screen. Promote yourself and your business. Promote yourself and your business. Advertise products and/or services. Advertise products and/or services.

7 Use Financial Spectrum for “Risk” Single Product Sales and Concept Illustrations. (samples follow)

8 Analyse the protection needed in the event of :- Death Death Trauma Trauma TPD TPD Income Loss Income Loss

9 Analyse the protection needed in the event of :- Death Death Trauma Trauma TPD TPD Income Loss Income Loss

10 Conduct a full comprehensive needs analysis uncovering:- Risk Needs Risk Needs Investment Opportunities Investment Opportunities Business Insurance Business Insurance Retirement Retirement

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12 Collects the details of each asset & liability in a logical sequence

13 Asset values Ownership Retention or sale

14 Liabilities To be cleared or retained

15 Evaluate any business assets and their value to the Client

16 Graphical Summary of Assets & Liabilities A right mouse click on any graph displays the figures behind each graph. Each asset can be individually graphed.

17 Powerful Income Summaries demonstrate ‘Human life values’ “You will earn a fortune between now and retirement” “If you keep saving at the same rate how much will you have at retirement?”

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19 Graphically analyses Client’s needs with interactive changes. Separate planning screens for both domestic partners. Death TPD Trauma

20 Graphically analyses Client’s needs with interactive changes. Plan ongoing income required in the event of: Death Trauma TPD

21 Graphically analyses Client’s needs with interactive changes. Capital required in the event of: Death Trauma TPD

22 Graphically analyses Client’s needs with interactive changes. Capital available in the event of: Death Trauma TPD

23 Demonstrates the potential loss of income through disability.

24 Wide Reporting Options using Microsoft Word™ templates A broad range of standard reports are included. Each report is fully customizable. A special merge manager is provided with over 750 merge fields for personal customization.

25 Additional Modules Enabling… Development of Education funding plans. Funding future planned expenditure. Retirement Planning. Model Mortgages and Loans. Please Note: We believe most of the modules will be adaptable to most English speaking countries. However Financial Spectrum Pro does also include modules that rely on income tax rates and rules and as a result these modules may not be adaptable to some countries. These modules have not been promoted in this material.

26 Funding Planned Expenditure Analyse education funding needs and protection. Plan funding for holidays, home deposit, cars, boats and other expensive items. Planning Investment & savings targets

27 Planning Retirement Funding

28 Model Mortgage Options

29 Reports use MS Word™ Templates Use Standard Reports or Customize Your Own with over 750 Merge Fields Available.

30 Financial Spectrum is also a presentation control centre. Run a wide range of programs and link to websites.

31 Financial Spectrum Disturbs Motivates Calculates Presents Reports © Today & Tomorrow Pty Ltd - all rights reserved. Today & Tomorrow Pty Ltd Phone +61 8 9452 7422 - Skype arnejespersen - Email info@todaytomorrow.com.au


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