Videos
The following training material is created by Advicent for the retail version of Profiles Forecaster. Some features viewed or discussed may not appear, or may appear differently in your version.
Take advantage of quick-hitting functionality videos to enhance your Profiles Forecaster™ knowledge.
Featured Training Pieces
Profiles Forecaster Training Checklist
Topics Covered:
- A checklist of videos in an ideal order for a new user.
Entering Data 1
Entering and Analyzing Goals 5
Retirement
Topics Covered:
- Entering clients' retirement age, social security benefits, and retirement objectives.
College Funding
Topics Covered:
- Calculating college education goals, including searching for institutions.
Survivor Needs
Topics Covered:
- Capturing survivor needs and objectives, as well as sources of survivor income.
Disability Income
Topics Covered:
- Estimating client's needs in case of disability.
- Entering existing disability insurance policies.
Long-Term Care
Topics Covered:
- Estimating clients' needs in case of a long-term illness or disability.
- Enterting existing long-term care insurance policies.