53 retirement
Description
Vocal Characteristics
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EnglishAccents
North American (General)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
Meet John and Sally. They recently signed up for the life 3 60. They're both 55 years old, happily married and reside in Florida with ambitions to retire sometime in the next 10 years. As long as they're able to reach a few more goals and maintain their active lifestyle With 90% of their profile. Complete Our 5th 3rd representative will help complete a few more steps with them before running a retirement analysis to see if John and sally are on track with their current savings and investment strategies. With a quick glance at their balance sheet, it looks like some accounts are missing from there Institutions. No problem. We can easily aggregate those outside accounts so they are visible in the life 360 profile. All we need to do is head to the homepage and click add account. Now we just follow the prompts to ask if they have online access to the account. Oh good. They do. This makes it easy for us to search for the institution and enter the login credentials. Now the system will aggregate all accounts available at that institution. Easy. Right. And just like that, the balance sheet is accurate with all of their accounts. Once this is complete, let's take a look at their cash flow in the organizer