H.D. VEST FINANCIAL CHECKUP SYSTEM

computerized software worksheets for use by financial services representatives to discuss investment planning topics with clients; and prerecorded video cassettes and downloadable video recordings featuring instructional information to financial services representatives in a representative/client role-play presentation format

printed guides and informational materials provided to financial services clients as an investment planning tool

providing a web site on the global computer network with on-line information for financial services representatives to use in assisting their clients with investment planning