The customized online Dashboard provides prospects with valuable resources designed to help them reach their financial goals.
Prospects reach the Dashboard after they progress past the Results page in the goal setting process. The Dashboard helps prospects work on their goals, track their net worth and run “What If” simulations. Additionally, prospects can log in to their Dashboard whenever they want, since they are emailed their new username and password.
Here’s how the online Dashboard helps:
Actionable Goal Content
Prospects can reach their goals with actionable content developed by leading Certified Financial Planners®. Each goal has Steps to Reach Your Goal, Latest Articles and Helpful Resources. Additionally, prospects can takes notes on their goals and also track their net worth.
“What If” Scenarios
To help prospects understand the impacts of Life Events, Ways to Get Ahead and Goal Changes (the opportunity cost for the assumptions behind their goals), Amp’s “What If” simulations illustrate the financial trade-offs.
Custom Ways To Protect Yourself
If a prospect is particularly motivated, they can complete the optional Starter Roadmap questionnaire through their Dashboard in order to get a Starter Roadmap PDF with custom Ways to Protect Yourself. Their Ways to Protect Yourself are based on their responses to questions on life events, insurance coverage and estate planning preparation.