by Advisor Controls | Jan 19, 2023 | Updates
What’s New No product enhancements included in this release What’s Changed All platform calculations updated to the most recent tax and retirement figures available for 2023 Updated Social Security, Qualified Plan Limits, and Estate Tax Exclusions for 2023...
by Advisor Controls | Oct 27, 2022 | Social Security Lead Gen, Social Security Optimization
If you’re subscribed to one of our product bundles, then you’ll have access to our Social Security Lead Generation tool. Think of it as a personalized mini-website — including your name and contact info — that gives your prospects an interactive playground...
by Advisor Controls | Jul 21, 2022 | Updates
What’s New Social Security Pro: A new tooltip was added next to the “Rate of Return/Discount Rate” slider for better understanding of how adjusting this value affects calculations and your client’s presentation.Qualified Plan Concepts: A new...
by Advisor Controls | Feb 15, 2021 | Fact Finders
Using Your Digital Fact Finder Your personalized, highly-secure fact finder sites let clients fill out their own information prior to meeting with you. Designed with the consumer in mind, your fact finder site asks questions in a way that makes it easy for clients to...
by Advisor Controls | Feb 15, 2021 | Dashboard Help
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...
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