Planning as a Concept: Estate Planning

This final instalment in our Planning as a Concept series, the Estate Planning concept, uses estate worth as the key metric of value. Clients will be more motivated to act when they see the results your advice offers - to the tune of $248,000 over 15 years in our example.
February 19, 2019/by Dave Faulkner

Planning as a Concept: Retirement Planning

Focusing on creating a retirement nest egg and sustainable retirement income, the Retirement Planning concept, part 5 of our series, uses income producing assets as the metric, improving results by $38,000 over 15 years vs. a product-only recommendation.
February 5, 2019/by Dave Faulkner

RazorPlan 2019 Tax Update

Each year as part of your subscription to RazorPlan, the program is updated for any changes in the tax calculations. In February 2019 we updated RazorPlan for the following changes to the program’s tax calculations
February 4, 2019/by Mike Howe

Planning as a Concept: Tax Planning

Part 4 of our 6-part series discusses how using RazorPlan's Tax Planning concept can drastically improve the results for your clients over product advice using a popular insurance sales concept, Insured Retirement Plan (IRP).
January 22, 2019/by Dave Faulkner

Planning as a Concept: Risk Management

Risk Management is the topic of part 3 in our 6-part Planning as a Concept series. By using Human Capital instead of traditional product advice, clients will be more motivated by personal desire to give their family the best lifestyle they can.
January 8, 2019/by Dave Faulkner

Planning as a Concept: Investment Management

Investment Management plays an important role in any comprehensive financial planning engagement. In part 2 of our series, we illustrate how and why using investment value as the metric is ideal - and far exceeds the results a robo might offer.
December 11, 2018/by Dave Faulkner