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Capital Needs Analysis The Capital Needs Analysis Report clearly illustrates income needs for five major periods and shows any immediate needs the survivors will face. To further assist your clients in making provisions for emergency capital needs, the report breaks down any capital shortages into sections. This allows your clients to focus on those needs of greatest concern. As with most MasterPlan reports, you can produce the Capital (Life Insurance) Needs Analysis as a quick "stand-alone" report or with data previously entered in the database.
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