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Globe HySales Enchancements
If
you think the Globe HySales financial planning calculators are a persuasive way to show your clients the importance of starting an
investment plan now, you’ll be pleased to see that we’ve added even more
features to enhance these valuable planning tools. This quarter, we’ve improved the
college tuition and retirement planners so you can create the most realistic investment
plans possible. College Planner Enhancements You know how valuable the
college planner can be in creating a sense of urgency and showing your clients exactly
what they need to meet their goals. Now, with the new features listed below, you’ll
be able to provide even more value to your clients when determining their investment
goals: * Enter up to ten students and
show your client’s children attending multiple universities
(perfect for clients who have children planning to attend a regional university campus for
two years and then move to an out of province university). * Show a custom investment
scheme for your clients that includes multiple lump sum investments and a systematic
investment plan that increases over time. * Show an investment plan that
runs until the last child’s final year of university. Previously, the college planner
assumed that the client stopped investing at the beginning of the first child’s
initial year of university. The college planner report also shows your clients the
fluctuations in the monthly investment needed to reach their goals based on how many
children they have in university. * Input calculations that take
taxes into consideration. New Features In The Retirement Planner Now you can create even more
realistic retirement plans for your clients thanks to the new retirement planner
enhancements. The new features enable you to: * Create retirement reports for
your client and his/her spouse simultaneously. * Illustrate a retirement plan
that takes taxes into consideration. * Show a custom investment
scheme that includes both a lump sum investment and a systematic investment that increases
over time. * Create retirement reports for your client and his/her spouse simultaneously. * Illustrate a retirement plan that takes taxes into consideration. * Show a custom investment scheme that includes both a lump sum investment and a systematic investment that increases over time. | Contact | Home | Top | Web Site Index |Globe Interactive Copyright © 2000 by Globe Interactive.
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