Clients' vision and financial entries give a complete financial forecast. They examine it on the Solutions page. They see the implications of the choices they're considering or the different paths they might follow. Clients want answers to today's financial concerns. They see the benefit of life planning, because you help them with what they think about most of the time, not just investment and insurance needs, or retirement- or estate-planning issues. Examine the forecast and create "What if?" scenarios called "Solutions." In a Solution, clients can change their entries. They can create as many Solutions as they like until they discover the one that suits them best. On the Compare tab, you can display the financial forecast for any two Solutions. All Solutions are saved in one file, so that clients can compare and understand their different implications. The Entries tab lets you change the entries that clients made on the Vision, Financial Entries, and Details pages and see the effects on the financial forecast. Clients can also make new entries. The Tactics tab helps you create — quickly and easily — a plan that suits clients. It displays "sub-tabs," such as Attitudes, Values, Taxes, and Retirement. Select a sub-tab and use its features. The Allocation tab lets you change the future allocation of any of your clients' portfolios. For example, their investment portfolio is growth-oriented now, but during retirement they'll probably want it to be more income-oriented. The Insurance tab helps clients analyze and understand their life, disability, critical illness, and long-term-care insurance needs. You can change clients' entries so that they reflect their new circumstances, and then let VisionWorks make all of the complex insurance-needs calculations for you. The Estate and Will tabs work together. The Estate tab displays your clients' beneficiaries and the amount each will receive, according to the entries on the Will tab.