| The following Dynamic Reports can be added to CDS. Simply download the appropriate .zip file, extract the contents, and follow the included instructions. For more information on the purpose of each report and for details on how the report was created, view the accompanying Fast Class. |
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| For detailed instructions on downloading dynamic report files, view the Dynamic Report Download Fast Class. |
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| All Contacts Turning 65 1/2 in the Next Six Months |
| This Dynamic Report includes a filter that will identify all contacts turning 65 and 1/2 years old in the next six months. |
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| Business Contact Report |
Identify all primary contacts for Business records.This report also includes a filter to identify all businesses with 10 employees or less. After the Dynamic Report has been added to CDS, the filter can be removed for a general business contact list.
Note: This report was designed for use with CDS v4.3. A version of the report has been added to the .zip file that is compatible with previous versions of CDS but columns unique to CDS v4.3 have not been included. |
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| IRA Contribution History |
| Identify contacts that have made contributions to their IRA accounts since 2000. This report can be used to analyze contribution patterns and identify clients that have not made a contribution in the current year. Sample IRA Contribution Reminder letters included in both E-Z Editor and Microsoft Word format. |
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| Life Settlement Prospects |
Identify potentially ideal life settlement prospects meeting the following criteria: Contacts 65 years old or older with an inforce life policy with a face value of $250,000 or greater. Sample Life Settlement Prospect letters included in both E-Z Editor and Microsoft Word format.
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| LTC Prospecting |
| Identify LTC prospects meeting the following criteria: Contacts between the ages of 40-55 with an income greater than $50,000 holding some form of life insurance but no LTC coverage. Sample LTC Prospect Approach letters included in both E-Z Editor and Microsoft Word format. |
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| Policy Upselling |
Two dynamic reports that will help you meet the changing needs of your clients by taking advantage of up-to-date contact income information capured in CDS.
Below Minimum Coverage dynamic report: Contacts with income $45K to $65K with less than $250,000 coverage.
Below Ideal Coverage dynamic report: Contacst with income $45K to $65K with less than $500,000 coverage.
Filter parameters for both reports can be adjusted at run-time. Sample approach letter included. |
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| Time Log Based Fee Report |
| Calculate fees for time spent with a selected client. Fee calculation based on time and hourly rate information captured in the Time Log Information screen. The Time Log Based Fee Report Fast Class includes a brief demonstration of the CDS Time Log. |
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| Mandatory IRA Distributions (2005) |
| IRA account holders will need to take mandatory distributions beginning the year they turn 70 1/2. This report will identify all IRA account holders turning 70 1/2 years old in 2005. Sample IRA Mandatory Distribution Reminder letters included in both E-Z Editor and Microsoft Word format. |
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