Envest Report Generator
Client Data
Enter the client's financial details below to generate a report.
Financial Profile
Client: James Rutland, age 45, married, 3 children. Business: Tech services, revenue 3,000,000 annually. Goals: income protection, retirement at 65, build business succession plan, provide education for 3 kids. Debts: mortgage 420000. Products requested: life, critical illness, disability, guaranteed investments, wills review. Budget: $400 per month.
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