This financial analysis is based primarily on the age of ‘Client’. For this reason, we recommend that the primary wage earner’s information be entered in the ‘Client’ field.
First Name & Initial: The name and initial entered will be displayed on client reporting and charting.
Last Name: The name entered will be displayed on client reporting and charting.
Date of Birth: Dates can be entered directly within the cell using MM/DD/YYYY format, or by clicking the 
button and selecting a date from the pop-up. This date will help establish the time-frame of the analysis.
Gender: The gender entered will affect the calculation of statistical life expectancy.
Retired: This field will indicate to the software whether the client is currently retired or continuing to work. If ‘Yes’ is selected, pre-retirement data entry will be disabled.
Marital Status: Select one of the available options from the drop-down. Marital Status will not enable/disable Spouse/Partner data, this is controlled through the Joint Plan selection.
Joint Plan: This selection will indicate whether Spouse/Partner data will be included. If ‘No’ is selected, all Spouse/Partner data will be disabled.
Plan Name: This field will indicate the plan name the advisor has chosen and is entered when creating a new client. You can also sort by this field when opening an existing client.
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