eMeeting Presentation Preparation

1)     Client & Group Inputs:

·         Select Advisor (verify through CRM the advisor listed first)

·         Legal Name

·         Include Spouse/Partner- YES (do not include deceased spouses)

·         Select account listed

2)     Meeting Date:

·         Choose upcoming meeting date

·         Verify client time zone

3)     Document Type Selection:

·         Client Meeting Presentation (preselected)

4)     Advice Tool Selection:

·         Money Guide Pro*

o   *Pismo Beach clients select Naviplan

·         Financial Planning- NO

·         Select financial plan- published/most recent date

·         Import total view account values from the advice tool? ­-No (preselected)

·         Do you want to use advise tool account descriptions? -No (preselected)

5)     Investment Model & Period

·         Import target allocation from the advice tool? -NO*

o   *Pismo Beach clients select YES

·         Time Frame

·         Risk Profile

·         Performance Time Frame- 3 years trailing*

o   Pismo Beach clients select 1year trailing

·         Ready to review accounts- YES

6)     Ameriprise Accounts:

·         Select all active accounts (deselect inactive accounts)

7)     Total View Accounts

·         Deselect all accounts

8)     Advise Tools Accounts:

·         Select all

9)     Advice Insights:

·         Deselect all

  • Cover

    • Seasonal Spring flowers by lake

    Welcome

    • Welcome Agenda (Preselected)

    • What you can expect

    • Our approach (this is replacing the goals slide with the confident retirement approach and an introduction to planning)

    Covering essentials

    • Money flow at Ameriprise

    • Annuity Summary (Pismo Beach if client has an annuity)

    • Bank authorizations

    • Social Security

    • Medicare benefits

    • Workplace benefits

    Ensuring lifestyle

    • Investment allocation and performance

    • Tax control triangle

    • Contributions

    • Distributions

    Preparing for the unexpected

    • Protect for possibilities

    • Life protection summary (Pismo Beach if client has a life insurance policy)

    • Long-term care summary (Pismo Beach if client has a long-term care policy)

    Leaving a legacy

    • Estate documentation

    • Ameriprise beneficiary summary

    • Your professionals

    Next steps

    o DESELECT:

     Delivery preferences

     Executive summary

     Next meeting topics

    • Client profile

    • Advisory relationship

    • Online collaboration

    • Feedback

    • Action items

    • Additional notes

    • Menu of services

  • Cover

    • Seasonal Spring flowers by lake

    Welcome

    • Welcome Agenda (Preselected)

    • Client Updates

    • What you can expect

    • Financial goal details

    • Net worth

    Covering essentials

    • Annuity Summary

    • Social Security benefits

    • Medicare benefits

    • Workplace benefits

    Ensuring lifestyle

    • Investment allocation and performance

    Preparing for the unexpected

    • Life protection summary

    • Income protection summary

    • Long-term care summary

    Next steps

    o DESELECT:

     Client profile

     Delivery preferences

     Executive summary

     Next meeting topics

    • Advisory relationship

    • Online collaboration

    • Feedback

    • Action items

    • Additional notes

    • Menu of services

  • Cover

    • Seasonal Spring flowers by lake

    Welcome

    • Welcome Agenda (Preselected)

    • Client Updates

    • What you can expect

    Covering essentials

    • Money flow at Ameriprise

    Ensuring lifestyle

    • Investment allocation and performance

    • External account overview

    • Tax control triangle

    • Contributions

    • Distributions

    Preparing for the unexpected

    Leaving a legacy

    • Estate Documentation

    • Ameriprise Beneficiary Summary

    • Your professionals

    Next steps

    o DESELECT:

     Executive summary

     Next meeting topics

    • Client profile

    • Advisory relationship

    • Online collaboration

    • Delivery Preferences

    • Feedback

    • Action items

    • Additional notes

    • Menu of services