SIPS RPS Tutorials

DISCOVERY

Client Information

• Initial Incomes
• Current Assets

Goals and Objectives

• Goals & Objectives

PRESENTATION

• Graphs
• Recommendations
• Print Reports

FILE OPTIONS

• Advisor Notes
• View Disclosure

PLANNING

Asset Allocation and Net Worth

• Asset Allocation

Cash Flow and Tax Advisor

• Cash Flow
• Tax Advisor – Overview
• Tax Advisor – Deep-dive

Structured Income Plan

• Income Plan – Overview
• Income Plan – Accounts
• Income Plan – Incomes
• Income Plan – Target & Make-up
• Income Plan – Tax Column
• Income Plan – Scenarios
• Income Plan – Riders