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Infrastructure | Sales Support | Mentorship | Professional Development | Opportunity
Built to coordinate with our selling system, the Living Balance Sheet is an online database that serves as a visual guide to your client's financial past, present, and future. It's completely secure and only accessible by you and your client.You'll have an in-depth view of your client's financial picture, divided into the four critical domains of protection, assets, liabilities, and cash flow. It's automatically updated daily from more than 2,600 financial institutions, so you'll always have the most recent accurate information available. Your clients will also be able to scan and store important insurance documents, legal papers and audio or video files in an online vault for safeguarding. And with a built-in alarm system, you'll be automatically alerted to any significant change in your client's financial picture.The Living Balance Sheet helps you enhance your professional image, leverage your existing client relationships, and attract quality clients.
Launch a demo of the Living Balance Sheet tool.
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