Community Tips

Techniques your peers have shared with us

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12 articles in this collection
Written by Steven Engle and Michael Schwabe

Discovery Inbound Link Tips

How to take full advantage of the Discovery Inbound Link
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Written by Steven Engle
Updated over a week ago

Discovery Shortcut on Home Screen

Like having a fact-finder in the palm of your hand
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Written by Michael Schwabe
Updated over a week ago

Cross-Service 401(k) Clients using Asset-Map

How do 401(k) advisory firms cross-service 401(k) participants?
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Written by Michael Schwabe
Updated over a week ago

Expenses: How to

Add an expense instrument to enhance the client-meeting conversation
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Written by Michael Schwabe
Updated over a week ago

High Net Worth Clients

Use Asset-Map to overcome the biggest hurdle - complexity
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Written by Michael Schwabe
Updated over a week ago

Group Financial Instruments into Buckets

Categorize your financials to facilitate a conversation
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Written by Michael Schwabe
Updated over a week ago

One year of Expenses on a Target-Map

Compare expenses with incomes for one full year
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Written by Michael Schwabe
Updated over a week ago

Future Increase Option (FIO)

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Written by Michael Schwabe
Updated over a week ago

Show a GMIB / GMWB on an Asset-Map?

Display guaranteed living benefits (annuities) on an Asset-Map
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Written by Michael Schwabe
Updated over a week ago

Using Annuities in Asset-Map and Target-Map Reports

Assign an income or asset as a "Deferred Annuity"
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Written by Michael Schwabe
Updated over a week ago

Does Asset-Map work on mobile devices?

Asset-Map is optimized to work on smart phones and tablets.
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Written by Michael Schwabe
Updated over a week ago

Include Important Documents

Depict documents that matter on an Asset-Map
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Written by Michael Schwabe
Updated over a week ago