PlanScout Advanced
Take your plans to the next level with PlanScout Advanced.
PlanScout Advanced ✓
PlanScout Advanced puts our full suite of financial planning tools at your disposal for those clients with special circumstances or retirement goals. In addition to our basic income planning techniques, PlanScout Advanced will allow you to:
Minimize lifetime income taxes through Roth IRA conversion or charitable giving analysis.
Budget for priority spending goals, such as travel, buying a retirement property, or funding education for children or grandchildren.
Maximize the inheritance left for heirs.
Long-term care affordability analysis.
Survivorship analysis
What you get:
A professional, client-ready financial plan presentation.
Advisor talking points to help you deliver the plan to your clients.
Detailed income plan snapshots showing exactly what is happening in each year of the plan.
