Duration: 60 minutes (includes quiz and certification)
Focus: How to use the AI Template Builder to build milestone and life event forms that adapt to each client’s situation and how to build a library of event-based templates your team can deploy in minutes.

What you will learn:

• How to build an age-based milestone form for key ages including 50, 55, 59.5, 62 to 70 and 72 and older
• How to build event-based forms that adapt based on the life event selected including birth, marriage, divorce, job change, inheritance, business sale and health event
• How to create a template library so your team can respond to client life changes immediately
• How to pull existing CRM data to personalize every form to the client’s life stage and circumstances
• Full recap of the AI Template Builder and AI Report Builder across all 11 lifecycle stages

Certification Quiz:
15 questions covering all five sessions. Participants who score 80% or higher receive the PreciseFP AI Certified credential.