This is a powerful, flexible planning module for comprehensive cash flow planning. It also performs a basic current estate analysis using current balance sheet and in-force life insurance values, as well as a projected annual Net to Heirs Illustration. Effective use of it requires a comprehensive data set.

Highest & Best Use

AFFLUENCE is best utilized for modeling comprehensive cash flows on simple-to-complex engagements, especially when asset allocation planning is incorporated and estate planning needs are basic. It's suitable for corporate executives, business owners and other high-net worth individuals.

Sample Reports

• FinancePro - integrated lifetime cash flows and current and projected basic estate analysis

• AssessPro - side-by-side scenario comparisons

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