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Life Insurance

Disability

Retirement Age Goal

Documents

Retirement Living Expense Goal

Long-Term Care

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

Tax Estimate

Debt

Enter AUM Fees

Choose a Tax Filing Status

Life Insurance Analysis

Add Medical Expenses

PreciseFP

Add Extra Debt Payments

Tax Strategies

Maps - Cash Flows

401(k) Savings

Asset Location Strategy

Dashboard

Using Account Aggregation

Risk

Individual Client Methodology

Analyze a Client's Tax Estimate

Tax Assumptions

State and Local Tax

Navigate the Cash Flow Tables

Misc Assumptions

Marketing & Prospecting Home

Methodology

Traditional / Roth IRA

Analyze a Client's Asset Allocation

Run a Life Insurance Analysis

Roth IRA Savings

Access the Budget Analysis

Traditional IRA Savings

Roth 401(k) Savings

Cash Balance Pension Savings

Retirement Health Care Costs

Creating a Budget - Budget Analysis

Summary Tab - Life Insurance

Use the Detailed Expense Worksheet

Enter Pre-Retirement Living Expenses

Enter Local Taxes

Training Videos

Customizing the Snapshot

Snapshot

Set a Liquidity Target

Investment Module

Summary Tab - Budget Analysis

Summary Tab - Cash Flows

Budget Analysis

Salary Income

Current Tab - Balance Sheet

Report Templates 

Bank Accounts

2018 Tax Change (TCJA) details

Summary Tab - Risk Module

Insurance Policies

Client Experience Overview 

Annuities

Dashboard Tab - RightIntel

Dashboard 

RightFlows Templates and Groups

Propose an Annuity Purchase

Investment Accounts

Daily Report Email

Vesting Schedules

Return Scenarios

Retirement Spending Strategies

Loans

Model Portfolios

Portfolios

Glide Paths

Annuity Models

Other Assets

Personal Info Tab - Clients

Clients

Property

Client Permissions

Client Notifications

Client Presets

403(b) Savings

Analysis 

Client Groups

Monte Carlo Scenario Generation

Inflation Assumptions

SEP IRA Savings

Report Customization

Asset Return Assumptions

Asset Return

Deferred Compensation Savings

Help Center Home 

AssetMark SSO

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

Add a Model Portfolio