You do not need until your Retirement Prospects account is activated. You can login to a dummy booklet account and see exactly what you need to create booklets
Dummy booklet account:
User: visitor@advisorbooklets.com
Pw: harvest
NOTHING WILL SAVE IN THIS ACCOUNT. IT IS FOR ILLUSTRATION ONLY. Once your prospect account is activated (you will get a "Welcome" email, you can then log into your own booklets account.
Any advisor logging into this dummy account must delete/overwrite the information added by last advisor who used this dummy account
Since this information can always be overwritten by next advisor who uses dummy account, it cannot be assumed to store and any pdfs should be created and saved immediately to advisor's PC