by Advisor Controls | Mar 25, 2021 | Qualified Plans
Getting started in Qualified Plan Concepts Qualified Plan Concepts is a proprietary tool within the Advisor Controls family, here you can help clients avoid penalties on early distributions, transfer wealth, and see solutions for converting to traditional and Roth...
by Advisor Controls | Mar 8, 2021 | Life Goals
Your Summary Analysis The “Your Summary Analysis” tab is the summation of all previous information entered. In this section you are presented with a percentage of achievement towards the goals your clients want to reach. This analysis allows you to make...
by Advisor Controls | Mar 8, 2021 | Life Goals
Advisor Notes The advisor notes section allows you to add notes regarding case specific incidents that can be used when presenting to your clients or as reference points for revisiting the case down the road. Final thoughts, suggestions, and relevant information to...
by Advisor Controls | Mar 8, 2021 | Life Goals
Cash Flow The Cash Flow page is a snapshot of the Estimated Monthly Cash Flow (Current Year Only) of income, expenses and discretionary income. If there is a shortfall based on current income & expense, you will see red on the Outgoing Cash Flow bar...
by Advisor Controls | Mar 8, 2021 | Life Goals
Disability Needs Goal Life Goals plans for the unexpected with the disability needs goal feature on our platform. Accidents can happen at any point and life constantly throws curve balls at us all, using this feature helps assure money is available in the event of a...
Recent Comments