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Personal Economic Model's Scenarios


In the bottom left corner of the Personal Economic Model is a dropdown to select a visual example of a client's financial picture.  Scenarios include:

  • Spender
  • Saver
  • Wealth Creator
  • Lifestyle ceiling
  • Mortgage Finance
  • Mortgage Pay-Cash
  • Social Security

Watch video below for more information:


If you want more on the PEM check out PEM Functionality & Linked Presentations



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