RazorPlan Plus – An Overview
With the release of RazorPlan Plus some powerful new features were added. This video demonstrates these new features and gives you an idea of the power of RazorPlan Plus.
RazorPlan CEO on Joining Nest Wealth
Our common vision is to continue to support both technologies as independent platforms as they currently are, in addition to an integrated solution.
New Feature: Report Customization
By design all RazorPlan reports are very graphical, In the latest version of the program key graphics in the report can now be edited to better suit your needs. In addition to the report logo, which was already customizable, the ability to change two graphic areas of RazorPlan reports has been added.
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.
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.
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
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).
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.
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.
Planning 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.
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