Sample reports that highlight the key elements of financial planning.
A RazorPlan report that implements an Estate Bond. This report includes the full report incorporating planning advice, and the focused planning report with both product and planning advice:
This RazorPlan report outlines the strategy of an Insured Pension Plan. Included in the document below is a full report that incorporates the planning advice and the focused planning concept for Retirement Planning:
The tax planning concept report illustrates the value over product by
focusing on implementing an Insured Retirement Plan (IRP):
RazorPlan uses human capital to identify the needs for insurance, and they are multiple reports that help deliver this need for both product and planning advice to the clients:
Using the RazorPlan Investment Management concept along with the full report advisors can easily demonstrate their value when talking to clients about the cost of investment fees:
Showing clients the benefits of advice in everyday decisions like whether to pay down a mortgage or increase an RRSP contribution is easy to do using RazorPlan’s Financial Management focused report:
How to Use Focused Planning to Create Value Over Product and Increase Sales.
Create a new account