The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors to provide a financial needs analysis after entering only one data point – income. In this short demo, Tom Burmeister, VP, Financial Planning at Advicent, walks through the visually engaging assessment that helps advisors and clients collaborate to illustrate retirement needs, including healthcare and tax analysis.
Explore the benefits of the NaviPlan Guided Retirement tool:
· Develop trust with your clients and prospects by taking a collaborative approach.
· Streamline compliance by standardizing your process.
· Illustrate retirement needs online with one client data point – income.
Give clients more certainty during these uncertain times with NaviPlan Guided Retirement.
For a complete demo, visit
NaviPlan by Advicent.
