The Major Purchase Planner™ allows individuals to create a savings plan for future purchases—whether a house, car, boat, or other major purchase. This online tool makes determining how much to save and when an easy process. Its custom-branded appearance blends with an existing website to promote your brand.
  • Uses a step-by-step questionnaire that makes determining financial needs easy
  • Offers an easy-to-use interface
  • Improves customer service

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