Report Options

[Kathleen Reynolds]

#3974

The reports generated by the Kugler Estate Analyzer are very customizable. In addition to being able to select the fonts used, you can also indicate whether or not to include:

• Cover Page The cover page prints only when you have checked Print Cover Page on the Report Options window. The cover page presents your information as it has been entered on the Advisor Information window.
• Disclosure Statement To include a disclosure page on your report, check the Print Disclosure checkbox on the Report Options window. The disclosure page is a simple, one-page report that appears after the Cover Page and lets your client know that the report is simply an illustration and not a guarantee of future results.
• Summary of Contents Select the Summary of Contents for a listing of included reports.
• Follow Up Items The Follow Up Item checklist can be used to present planning tasks to your client

 

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