June News: Leverage the Power of What-If Systems, Silver Report Clarity Survey, Silver Survivor Needs Analysis Report Breakdown
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June 2017 News

Planning Notes | Software | Events | Tech Tip  

Leverage the Power of What-If Systems

Leverage the Power of What-If Systems in Silver and TOTAL

WhatIfAskGet.pngAnswering "What-If" questions is an inherent part of planning. Helping clients understand how actions affect the outcome of a financial plan over time can be challenging. The ability to deliver transparency to the long-term impact of action is what makes What-If systems so powerful. The What-If systems in Silver, and now in TOTAL, are powerful tools advisors can leverage to educate clients on the implications of choices and bring awareness to the significance of changing assumptions.

Silver's acclaimed What-If system includes fundamental planning assumptions, allowing advisors to adjust common levers to address clients' What-If questions and provide instant answers. With Silver's focus on providing efficient big-picture planning, the What-If system is easy-to-use and clearly illustrates the impact of changes to common planning variables, such as retirement ages, saving levels, and spending. The long-term impact of making changes to the planning assumptions displays on a straightforward retirement capital graph with a corresponding Monte Carlo success rate. The retirement capital results can be compared to the original plan using a side-by-side or overlay graph. 

TOTAL Online's powerful What-If system provides the basics, and the ability to go well beyond making changes to the fundamental planning assumptions. Over 150 planning variables are available for adjustment, aligning with TOTAL's highly flexible, comprehensive financial planning capabilities. Changes to the planning assumption are illustrated in real-time, on a simple retirement capital overlay graph. The graph, along with the Monte Carlo success rate, clearly displays the long-term impact of changes. Up to two What-If scenarios can be presented in comparison to the primary planning projection.  

Top 50 Planning Variables for Adjustment

Software

Go Beyond the Basics with TOTAL's What-If System

TOTAL Online's What-If system covers basic planning assumptions and provides the ability to go well beyond the basics with over 150 planning variables available for modificationSee the top 50 planning variables available for adjustment in the new What-If system. 

Share Your Feedback - Silver Report Survey

Events

Silver Report Clarity Survey

If you plan with Silver, please share your feedback by taking a quick survey focusing on clarity of Silver report pagesYour feedback helps evaluate which reports could be redesigned, to improve usability and ease of understanding for clients. Twelve report pages are included in the survey.

Survivor Needs Analysis in Silver

Tech Tip

Survivor Needs Analysis in Silver

This tech tip breaks down the Survivor Needs Analysis report in Silver. Learn everything that goes into the Survivor Needs Analysis and how the report determines an estimated level of life insurance coverage required to prevent a future shortfall for the surviving household.

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