Webinars
RazorPlan Fundamentals
Learn the basic building blocks of using RazorPlan. This beginner level session will cover how to enter data into RazorPlan and provide key tips to help make the data entry process smooth. Then the session will focus on reviewing the results of the data entered and how to produce a report.
Retirement Projections
Understanding how to analyze a couple’s retirement projections is essential to becoming a power user of RazorPlan. In this session you will learn the basics of retirement projection analysis using RazorPlan. The session will give you a base understanding of the retirement projections and then help you analysis common retirement questions clients have such as:
- How does changing the start ages for CPP and OAS benefits impact their retirement?
- What happens if they downsize their home?
- Can they afford to provide a gift to their children to give them a head start?
Scenarios and Allocate Withdrawals
In Scenarios and Allocate Withdrawals, you will learn about the Scenarios feature in RazorPlan. This session will demonstrate how to use Scenarios by changing the solver settings and using the new Allocate Withdrawals feature. This feature lets you determine where retirement income should be sourced from between the Registered and Non-registered accounts.
Insurance Planning
Learn the basics of adding life insurance policies into RazorPlan. This session will cover understanding the calculation of Human Capital which is used to generate the need for insurance on all levels of RazorPlan. Then it will show how to enter life insurance data into RazorPlan so that the plans show the impact of both cash values and death benefits.
Corporate Planning
Learn the basics of using RazorPlan to create a financial plan for a business owner. This session will cover how to enter data into RazorPlan for a business owner and provide key tips to help make the data entry process smooth. Then the session will focus on reviewing the results of the data entered and how business data impacts the client’s personal plans.
Razor Leads
Razor Leads is a client facing tool that allows you to collect client data while providing clients with a quick calculation of their potential retirement income. In this session you will learn how to activate the Razor Leads tool, set up your advisor profile and accept client data from Razor Leads. The session will also provide some tips on how to use the link provided with Razor Leads.
RazorPlan Applications – RESP Planner
RazorPlan applications are tools and calculators that can be used in conjunction with a financial plan or on their own. In this session you will learn how to use the RESP Planner application to determine how much needs to be saved for a family’s education needs. The session will cover enter beneficiaries and their future education expenses. The session will cover how to use the built in solve feature to determine the Registered Education Saving Plan contributions.
Software Developed by:
