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Life Insurance

Disability

Retirement Age Goal

Tax Estimate

401(k)/403(b)/457(b)

Documents

Retirement Living Expense Goal

Long-Term Care

Enter Local Taxes

Enter Pre-Retirement Living Expenses

Use the Detailed Expense Worksheet

Misc Assumptions

State and Local Tax

Access the Budget Analysis

Estate Analysis

401(k) Savings

Asset Location Strategy

Tax Strategies

Flow Tab - Estate Analysis

Individual Client Methodology

Methodology

Estate Checklist & Beneficiaries

Run an LTC Insurance Analysis

Summary Tab - Life Insurance

Risk

Navigate the Cash Flow Tables

Retirement Health Care Costs

Debt

Life Insurance Analysis

Tax Assumptions

Run a Life Insurance Analysis

Analyze a Client's Tax Estimate

Analyze a Client's Asset Allocation

Dashboard

Using Account Aggregation

Cash Balance Pension Savings

Creating a Budget - Budget Analysis

Traditional IRA Savings

Marketing & Prospecting Home

Maps - Cash Flows

Roth IRA Savings

PreciseFP

Traditional / Roth IRA

Roth 401(k) Savings

Add Extra Debt Payments

Add Medical Expenses

Choose a Tax Filing Status

Enter AUM Fees

Security Assessments and Compliance

Addepar

Customize the Protection Need

Married Filing Separately

How-To Videos 

Add a Loan

Student Loans Overview 

Visualize a Client's Allocation Path

Add an Investment Account

Strategy Tab - Debt Module

Propose a Debt Payment Strategy

Generate a Report

Use Account Aggregation

Budget Analysis

Use Cash Flow Maps

Add a Proposed Plan

Add a Salary

Find the Marginal Tax Rate

Training Videos

Summary Tab - Risk Analysis 

Salary Income

Open a Client's Vault

Family

Add Additional Family Members

Choose a Resident State

Remove a Co-Client

Bank Accounts

Summary Tab - Cash Flows

Model Portfolios

Investment

Insurance Policies

Impact of Planning Method

Annuities

Action Items - Life Insurance

Investment Accounts

Comparison Tab - Estate Analysis

Loans

Client List

Change your email address

Other Assets

Property

Customizing the Snapshot

Snapshot

403(b) Savings

Comparison Tab - Social Security Module

Set a Liquidity Target

Summary Tab - Budget Analysis

Click the play button below for a step-by-step tutorial on 

Adding a Risk Questionnaire to the Initial Data Entry

Add a Risk Questionnaire to the Initial Data Entry