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Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
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This article is a continuation of Income Analysis - Joint Life - Charges The Add Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected val...
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This article is a continuation of Income Analysis - Add Goal Details The Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected values an...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. In this example, we have a joint client. The details below will be used throughout the research to provide a picture of how long the...
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Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details, incl...
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This article is a continuation of Income Analysis - Advanced Options - Scenario Editor The three scenarios are now created, we can compare them. Click the Compare button: See next article Income Analysis - Advanced Options - Choo...
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This article is a continuation of Income Analysis - Advanced Options - Income Hierarchy Scenario Editor can be found on the bottom right of the Advanced Options screen. This allows you to select market event scenarios, which can be applied t...
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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if the...
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This article is a continuation of Income Analysis - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expens...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details and Save ...