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 HowePlanning 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 FaulknerPlanning 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 FaulknerPlanning 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 FaulknerPlanning as a Concept: Financial Management
In part one of our six-part series, we are discussing Financial Management and how using Planning as a Concept feature of RazorPlan financial planning software can double the results of using a product sale concept alone.
November 29, 2018/by Dave FaulknerPlanning as a Concept
Planning as a Concept™ is a feature of RazorPlan financial planning software and uses Value of Advice to validate your recommendations and instil confidence in you as a financial professional.
November 14, 2018/by Dave Faulkner