Community Tips

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

High Net Worth Clients

Use Asset-Map to overcome the biggest hurdle - complexity

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-Map®

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 over a week ago

Using Annuities in Asset-Map and Target-Map® 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/After Asset-Map 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