10 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Lifestyle Studio
Engage your clients with the ultimate, interactive experience, which will allow them to co-design their own plan and make
informed decisions for their future.
A breakdown of projected Net Worth on an annual basis is available for you to drill down by asset type and individual asset
balances.
Legacy Studio
An advanced estate planning tool that not only simplifies the complexity of estate techniques, but also provides clients
with the knowledge needed for them to actively participate in their own legacy planning.
The Family Tree View overlays the flow of assets between heirs and entities at each of their projected deaths and updates
live with the modeling of strategies and recommendations. The fairness planning module will show how to equalize and
distribute assets effectively.
