LFS Builder
Financial Fast Track Builder
LFS Strategy Report Builder
Select the report type, choose DOCX or PDF, paste the JSON below, and click Generate.
Report Type:
Fixed Indexed Annuity Strategy
Retirement Income Strategy
Rollover IRA Recommendation Report
IUL Case Summary Report
Roth Conversion Analysis Report
RMD Strategy Report
Social Security Timing Report
Consolidated Financial Snapshot Report
Annual Review Report
Tax-Efficient Withdrawal Plan
Complete Holistic Financial Plan Report
Financial Fast Track Review
Retirement Income Hybrid Test
Product Consideration Summary (PCS)
Executive Strategy Brief (3–4 page overlay)
Output:
DOCX
PDF
Generate Report