Needs analysis - Salesbook | Next Generation Application for Sales People

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Needs analysis
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Summary
Library

Set child’s current and planned self-reliance age

current
self-reliance

Your child’s future

Amount

The method of financing

Real estate total

Savings total

Consider depreciation and time value of money

Funds needed

Today

Missing funds

Funds secured

Missing funds

Funds secured

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Name
E-mail

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Capital accrued

House Apartment Other
Value

Annual increase in value

Monthly investment

Regular
installment Null
Value

Annual increase in value