Planning Modules- 15 Videos

Become a Planning Module Expert 

Need a quick tutorial? This article includes short, informative, videos created to help you understand the features and benefits of the analysis tools within each financial plan. For additional information on each topic please review the help center articles linked in the description above the video.

Dashboard Module (6:50)

The dashboard module video reviews a client's current assets and liabilities within a financial plan. This area offers a logical starting place during presentations and is the first tool visible after opening a client.

Student Loan Module (10:15)

The student loan analysis video teaches advisors to navigate different repayment options for clients with student loan debt. This includes income driven repayment, Public Service Loan Forgiveness (PSLF), consolidation and refinancing options. For additional information on utilizing the student loan tool please review this help center article.

Investment Module  (4:53)

The investment analysis video illustrates where to access the breakdown of invested assets and how to interpret their impact on a financial plan. For additional information on using the investment analysis tool please review this help center article.

Retirement Module  (8:08)

The retirement analysis video demonstrates where advisors can evaluate each retirement plan and easily illustrate the value of alternative planning strategies. For additional information on using the retirement analysis tool please review this help center article.

Stress Test (4:02)

The stress test analysis video illustrates the impact of several common factors which can lead to a diminished retirement lifestyle. This tool exposes areas of weakness which can be addressed individually by the advisor.  For additional information on using the stress test tool please review this help center article.

Social Security Optimization (5:29)

The social security optimization video demonstrates how advisors leverage the strategy which produces the most income within a financial plan. For additional information on the social security optimization tool please review this help center article.

Medicare Module (3:21)

The Medicare analysis video helps advisors navigate the conversations around medicare decisions for clients approaching age 65.   For additional information on using the Medicare analysis tool please review this help center article.

Cash Flow Module (5:56) 

The cash flow analysis video demonstrates how advisors can track assets, liabilities, income and savings into the future. This area allows advisors to clearly monitor the movement of assets within a plan. For additional information on using the cash flow analysis please review this help center article.

Life Insurance Module (5:28)

The life insurance analysis video demonstrates how advisors make proposed insurance recommendations for each client's unique situation. For more information on using the life insurance analysis tool please review this help center article.

Long-Term Care Insurance Module (3:23)

The long-term care insurance analysis video demonstrates how advisors make proposed insurance recommendations for each client's unique situation. For additional information on using the long-term care insurance analysis tool please review this help center article.

Disability, Property & Casualty Insurance Module (4:15)

The disability, property and casualty insurance analysis video demonstrates how advisors make proposed insurance recommendations for each client's unique situation. For more information on using the disability or property and casualty insurance analysis tool please review the linked help center articles.

Education Module (3:08)

The educational module video illustrates different savings strategies for college goals within a financial plan. This area allows advisors to project future costs and their impact on invested assets. For additional information on using the education analysis tool please review this help center article.

Tax Module (7:56)

The tax analysis video illustrates how to view the projected tax rates, sample tax forms and tax efficient distribution strategies within a financial plan. For additional information on the tax estimate and distribution tools please review the linked help center articles.

Estate Module (4:28)

The estate analysis video demonstrates how advisors can track important estate planning tasks, enable trust strategies and visualize assets flowing to heirs at the end of the projection. For additional information on using the estate analysis tool please review this help center article.

Vault File Storage (2:26)

The vault file storage video illustrates the value in using a secure shared folder within each client plan to  streamline client communications. For additional information on the vault file storage tool please review this help center article.


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Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance using and navigating the analysis tool please contact RightCapital Support.