Download Sample Case PDFs
View and download sample case PDFs for your Advisor Controls planning tools. You can also see what these cases look like on-screen by utilizing the drag-and-drop case importing feature on your dashboard.
RPS Sample Case: Detailed Entry
Download PDFRPS Sample Case: Simple Entry
Download PDFLife Goals Sample Case: All Modules
Download PDFTools included in Advisor Controls Pro:
Social Security Pro Sample Case: Pre-Retirees
Download PDFQualified Plan Sample Case: Convert to Roth
Download PDFEstate Planning Concepts Sample Case
Download PDFTools included in Advisor Controls Elite:
Cash Flow Decisions Sample Case
Download PDFBusiness Continuation Sample Case
Download PDFKey Person Sample Case
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