Who has time for all of those tedious formulas and boring equations! We’re resharing your clients’ top three calculators to help shed some light on their savings and debts. They are easy to use, so be sure to share them with your prospects and clients.
1) Savings to Reach a Goal Calculator
When building a financial plan, it’s important to have financial goals in mind. Share this Savings to Reach a Goal Calculator with your clients to help them get started and reach their financial goals sooner!
Be sure to share this client-friendly calculator!
Show your clients how they can UP their savings game by putting away a few extra dollars a month, starting today!
Be sure to share this client-friendly calculator
3) Debt Consolidation Calculator
Help your clients explore options with this Debt Consolidation Calculator to streamline their monthly budget and pave the way to financial freedom.
Be sure to share this client-friendly calculator!
Interested in more calculators? Visit the Tools section of PPI’s Advisor Talk for the full calculator library. And if you would like to know more about any of the topics above, feel free to contact your local PPI Collaboration Centre.
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The Greatest Hits: Your Top 3 Calculators