please answer 1-8

Question 03/10 Which is NOT an existing Needs Analysis module in eMoney? Financial Statements Business Insurance Asset Allocation Income Tax What is the best way for advisors to assign action items to clients in the Basic Facts? Add an Observation Add Notes to the Fact Add a Next Step Add an Alert Question 04/10 What are the two default goals in the Basic Facts for all clients? Education and Retirement Retirement and Emergency Savings Education and Leave to Heirs Retirement and Leave to Heirs What does an advisor need to click on to send the Needs Analysis presentation to the client Vault? Send to Vault Request Printable Presentation View Online Presentation Download and Archive What are two reports in the Retirement Needs Analysis where you can check if the Smiths' retirement is unfunded and by how many years? The Big Picture and Needs vs. Resources Detail reports Pre-Retirement Savings and Income Details The Big Picture and Income Details Pre-Retirement Savings and Needs vs. Resources Detail reports Which is NOT a calculated option for the Smiths on the Retirement Options Page? Save more Increase growth rates Spend less Retire later Based on the Retirement Needs Analysis you ran for the Smiths, "The Big Picture" report shows the following: Withdrawals from assets lasting throughout end of life Withdrawals from assets stopping, leading to a deficit in retirement Withdrawals from assets stopping, but guaranteed income lasting throughout end of life, leading to a surplus in retirement Withdrawals from assets stopping, but guaranteed income lasting throughout end of life, leading to a deficit in retirement because the income alone is not enough What is the best way for an advisor to remove an individual page from the Needs Analysis presentation? Create a custom needs analysis Uncheck the corresponding box in presentation view Send the presentation to the vault and delete it there Pages cannot be removed from Needs Analysis presentations