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Community Tips
Community Tips
Techniques your peers have shared with us
12 articles in this collection
Written by
Michael Schwabe
Discovery Inbound Link Tips
How to take full advantage of the Discovery Inbound Link
Written by
Michael Schwabe
Updated over a week ago
Discovery Shortcut on Home Screen
Like having a fact-finder in the palm of your hand
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?
Written by
Michael Schwabe
Updated over a week ago
Expenses: How to
Add an expense instrument to enhance the client-meeting conversation
Written by
Michael Schwabe
Updated over a week ago
Group Financial Instruments into Buckets
Categorize your financials to facilitate a conversation
Written by
Michael Schwabe
Updated over a week ago
One year of Expenses on a Target-MapĀ®
Compare expenses with incomes for one full year
Written by
Michael Schwabe
Updated over a week ago
Future Increase Option (FIO)
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
Written by
Michael Schwabe
Updated this week
Using Annuities in Asset-Map and Target-MapĀ® Reports
Assign an income or asset as a "Deferred Annuity"
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.
Written by
Michael Schwabe
Updated over a week ago
Before and After Asset-Maps Using Hide & Show
A method to show two versions of an Asset-Map report
Written by
Michael Schwabe
Updated over a week ago
How to Show Goals and Important Documents
Show documents that matter on an Asset-Map
Written by
Michael Schwabe
Updated over a week ago