Retirement Road Map Success Center
Articles
Guides
- Add a ‘Back Office User’ to your PlanFacts account
- Breaking down the ‘Time Horizons Determine Investments’ page in RRM
- Breaking down the ‘Current Retirement Journey’ page in RRM
- Tip: Utilize the ‘Graphs’ tab in RRM as you work through the case
Help
- Personalize Your Printed Presentations
- Drag-and-Drop Case Importing
- How to Integrate with WinFlex (Life Insurance Illustrations)
Case Studies
Fact Finders
FAQ’s
- What are the system requirements for PlanFacts Tools?
- How to determine the monthly amount of non-covered pension?
- Invest by phase or use composite growth rate in Retirement Road Map (RRM)?
- The ‘Other Retirement Income’ in RRM is not continuing for the survivor even though it’s selected to do so, what is the the problem?