Cover Sheet, Contents Page, & Recommendations Page - Version 9/99

These presentation pages are to enable a financial professional to put together a complete proposal for clients. Entering the client name in the Cover Sheet will transpose the name to each of the calculators allowing each to be personalized. If you do not want a client name on the calculators, simply leave the "client name" cell on the Cover Page blank. The Contents & Recommendation pages allow you 24 & 25 lines respectively that will accept text.

To retain a separate file for each client you may use Planning Templates to prepare a plan for, simply select file>save as, and name the file after the client. This will retain a separate Planning Templates file for each client.