CONTACT REPORTS

*00-Client Profile Detail

*01-Clients Turning 59-1/2 by Acct Rep

*02-Clients Turning 64-1/2 by Acct Rep

*03-Clients Turning 70-1/2 by Acct Rep

*04-Neglected Clients Report by Rep

*05-Neglected Prospects by Acct Rep

*06-Client/Spouse List - 50+ by Rep

*07-Client/Spouse List- Married by Rep

*08-Client Review Report

*09-Client Portfolio

*10-Client Benefits - Insurance

*11-Client Benefits - Investments

*12-Client Trust Info

*13-Client List by Acct Rep

*14-Prospect List by Acct Rep

*15-Clients & Prospect List by Acct Rep

*16-Trade Report with Date Prompt

*17-Mini Phonebook - 4 Column Format

CALENDAR REPORTS

*00-Daily Field Worksheet

*01-Appointments List with date prompt

ANALYSIS REPORTS

*00-Opportunity Funnel-Graph Only

*01 -Opportunity Worksheet by Stage

*02 -Opportunity Worksheet Acct Rep

*03-In Process Wksht by Milestone

*04-In Process Wksht by Rep

*05-Opportunities by Source

*06-New Accounts Created w/date prompt

*07-Neglected Call Backs in Funnel

*08-Funnel Summary by Rep

*09-What's changed report

*10-Electronic Call Report w/date prmpt

*11-Open Activities Quick Look

*12-Completed Activities-Quick Look

*13-Activity Summary with Details

*14-Open Other Actions for Planners