Make your client meetings more collaborative and profitable. Presentation Module is an interactive sales tool that takes NaviPlan calculations and presents them in an easy-to-use and highly visual slideshow format. The look is modern, fresh, and clean. The content is engaging and easy to understand. The analysis is clear and in real-time with built-in What-if slider bars. The inputs and results are saved to help you build on the plan in the future.

Presentation Module offers four distinct presentations to help you cover a range of clients’ financial needs.

• Road to Retirement: Define their vision of retirement and help them reach their goals.
• Planning for your Family's Education: Help them invest in their family's future.
• Cash Flow Planning: Establish a budget, eliminate debt, and grow their savings.
• Planning to Protect: Safeguard them from life's surprises and inevitabilities with a solid insurance plan.

Assess the need, guide the conversation, build the plan, and make the sale. Learn more.

Select this option to get your NaviPlan software loaded with data from Ibbotson Associates, a leading authority on asset allocation. It includes:

• Risk tolerance questionnaire and scoring model
• Model portfolios
• Security classifier

You may also add Ibbotson's mean variance optimizer (MVO) to compare a client's current mix with alternative portfolios on an efficient frontier.