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.
Life 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.
Retirement Planning
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:
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 Allocate Withdrawals feature. This feature lets you determine where retirement income should be sourced from between the Registered, Non-registered and TFSA accounts.
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