Learn to use and improve your proficiency with Plan Builder.
Now you can easily and conveniently learn techniques and strategies to fully utilize Plan Builders powerful features.
- No travel headaches
- No out of the office downtime!
- Short easy to learn segments offered by experienced instructors.
Online Academy Sessions
These sessions will help you utilize the software more efficiently and enable you to gain all the advantages offered.
Sessions are 30 - 45 minutes followed by 10 minutes of Q & A. (Cost $45 per session)
Call 800 666 1656 ext 13
Schedule your sessions today for only $45 per session.
Plan Builder Academy Schedule
Call 800 666 1656 ext 13 today to register.
How to Gather Data
- Selling the need for Financial Planning
- Setting the stage for a successful data gathering session
- Determining what information is needed
- Deciding what data form to use
- Collecting the data
- Preparing to enter the data
Client Information Input
- Client Information
- Income & Taxes
- Liabilities & Budget
Assets & Insurance Input
- Assets Tab
- Life Insurance
- Annuities
- Other Insurance
- Money Owed You
- Real Estate
- Business Assets
Strategies and Goals
- Attitudes
- Retirement
- Goals
- Life Insurance Survivor Objectives
Introduction to Financial Plan Reports
- Print & Preview
- Defined Sets
- Basic Reports
- Income Tax
- Cash Flow
- Net Worth
- Earnings of Present Investment
- Projected Reports (prior to retirement)
- Investment Asset Summaries
Retirement Report
- Retirement Text
- Effects of Inflation
- Retirement Planning Needs Analysis Summaries
- Retirement Planning Needs Analysis Detail
- Retirement Needs Analysis Graphs
- Retirement Planning Needs Analysis detail reports
- Qualified Plan Deferred Investment Analysis
- IRA Contribution Analysis
- Conversion from Traditional to Roth IRA Analysis
- Retirement Needs Analysis Required Minimum
Life Insurance & Education Reports
- Life Insurance Text
- Life Insurance Needs Analysis Summaries
- Life Insurance Needs Analysis Graphs
- Life Insurance Needs Analysis detail reports
- Current Life Insurance Policies
- Education Text
- Education Funding Needs Analysis Summary
- Education Funding Needs Analysis Earmarked Assets
- Education Funding Needs Analysis Detail
Long Term Care & Disability Reports
- Long Term Care Text
- Long Term Care Needs Analysis Summaries
- Long Term Care Needs Analysis Graphs
- Long Term Care Needs Analysis detail reports
- Current Long Term Care Insurance Policies
- Disability Income Needs Text
- Disability Income Needs Analysis Summaries
- Disability Income Needs Analysis Graphs
- Disability Income Needs Analysis detail reports
- Current Disability Income Insurance Policies
Scenario Manger & Recommendation
- Simulation Results Detail Box
- Change Variables
- Liquidation Order
- Printing Reports
- Action Plan
Asset Allocation Reports
- Asset Allocation Original
- Asset Allocation Graph
- Asset Classes Graph Original
- Asset Allocation Repositioned
Estate Planning Input
- Asset Inventory
- Distribution Information
- Estate Settlement
- Liquidation Order
- Change Variables
- Distribution Order
Estate Planning Reports
- Asset Inventory
- Estate Tax Analysis
- Estate Liquidity Analysis
- Estate Flow Charts
- Estate Settlement Charts
- Life Insurance
Call 800 666 1656 ext 13
Schedule your sessions today for only $45 per session.
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