In this Article
- Top Questions Advisors Ask
- Stencils How-to Video (6 min.)
- Asset-Map Platform Stencils
- How to Apply a Stencil to a Household (or part of a stencil to one member)
- How to Build a Custom Stencil
- A Common Use Example (top advisors do this)
- How to Delete a Stencil
- Things to Know About a Stencil
Top Questions Advisors Ask
Q. Why can't I print Target-Maps or Reports?
A. Stencil Households gray out the Target-Map and Reports tab because no calculations are made, nor are Reports produced from a template. Once applied to a Client, Prospective, or Sample households, printing is and Target-Maps are available.
Q. What's the difference between a Stencil and any other type of household?
A. There is one major difference: Stencils are made available as an overlay for the other types of households using the Apply Stencil window. .
A Stencil is a template of placeholder tiles representing assets, insurances, liabilities and incomes. Applying a stencil to a household cuts the time it takes for making maps. It allows you to show your clients what their peer group could potentially have, or can be used as hand-out fact finders for clients to overwrite the tiles with their own financial information.
Stencils How-to Video (6 min.)
Asset-Map Platform Stencils
Asset-Map Platform supplies some stencils for you to use. Here are what our platform Stencils look like (subject to change)
Millennial Stencil (designed for couple, but can be used for a single member)
GenX Stencil (designed for couple, but can be used for single a single member)
Baby Boomer Stencil (designed for couple, but can be used for a single member)
Building Block Stencil (apply to a single member)
Traditional Fact-Finder Stencil (designed for couple, but can be used for single a single member)
How to Apply a Stencil to a Household
To apply a stencil to a household, start by navigating to the Asset-Map page for any household.
1. Click the toggle menu (View/Hide Menu) in the top right corner on the Asset-Map Report page.
2. Click Apply Stencil.
3. From the Stencil Manager, choose from your library of Stencils, found on the left side of the modal.
4. Click Apply Stencil.
Optionally Apply a Stencil to One Member
Selecting the "No" radio button, found in the area to the right will activate another feature. You may apply part of a stencil to one member of a multi-member family.
- Select a specific member of the Stencil whose financials will apply from the first drop down.
- Then select the specified Household member you wish to apply the Stencil financials to from the bottom drop-down menu.
- Click Apply Stencil.
How to Build a Custom Stencil
Click the Add Household button from the home page.
2. Select STENCIL as the type of Household.
3. Enter in the Stencil's Household name, such as "Single Parent Stencil".
4. City/State are optional fields.
5. Enter Country
6. Enter your stencil family member name, age, gender and role.
Tip: the only parameter that matters here is the "Role" but fields in red are required.
7. Click Save Household.
8. Add Assets and Liabilities that define your stencil.
Your stencil is now available in the Apply Stencil tool.
Here's a common use example
If we know that Widget's, Inc. provides basic and voluntary benefits for their employees then we can use the household wizard ("+") to create a Stencil and add it to the Stencil manager for later use.
The benefits (which we found online at their website) are on the left. We have rounded out the stencil with a few extra common assets like savings account and social security. The Stencil Asset-Map could look like what you see on the right.
We've added the financials one at a time using the toggle menu, we used the same terminology, and input the company's name in the Location field where it made sense.
We also place a "$1" value into the value fields.
You are preparing to visit with someone who works at Widget's, Inc. Simply apply the stencil (View/Hide toggle menu) onto the real prospect household you have started to create. You are well on the way to quickly making their Asset-Map Report for your great conversation.
You can reuse the Widget stencil on the next and every employee household you'll create.
How to Delete a stencil
A stencil is a type of household, therefore you can delete them in the same way.
Click here to see how to delete a household
Things to Know About a Stencil
(a) Target-Maps and Comprehensive Reports are not available for households created as Stencils.
(b) Clear the stencil placeholders with a click of a mouse on the "Clear Stencil" option on the toggle menu (very convenient!).
(c) Stencil financials with a value will show and calculate on Target-Maps.
(d) Stencils designated with an asterisk " * " in the Apply Stencil tool are system stencils provided by Asset-Map Platform.