Planit:FAQs

From Planipedia

(Redirected from FAQs)

Country Specific

Canada English

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Canada Specific
Asset Disposition Analysis – An Excel Spreadsheet to help you identify the payout and likely tax consequences for the sale of an asset at any given time in the future.	View
Average Tax Rates – How do I use the average tax rates in PlanPlus Planit?	View
Benchmark Indices - What are the benchmark indices used in the PlanPlus Planit?	View
CPP Eligibility – How Do I Estimate Eligibility for Canada Pension Plan Benefits in versions 5.1 and earlier?	View
Defined Benefit Pension Plans – How do I enter Defined Benefit Pensions into the PlanPlus Planit?	View
Defined Benefit Pension Calculator – An Excel Spreadsheet to help you estimate your client’s Defined Benefit Pension Plan Payout.	View
Historical Returns Update – This will help you compare the historical rates of returns for each asset class at the end of both 2008 and 2009.	View
Home Buyer's Plan – How do I enter a Home Buyer's Plan into the PlanPlus Planit?	View



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

United States of America

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Argentina

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Brazil

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

United Kingdom

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



United Kingdom
Benchmark Indices - What are the benchmark indices used in the PlanPlus Planit?	View



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Russia

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

China

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



China Specific
Chinese Real Estate Disposition Analysis – An Excel Spreadsheet to help you identify the payout and likely tax consequences for the sale of an asset at any given time in the future.	View
China Tax Worksheet – An Excel Spreadsheet to help you check your Chinese income tax calculations for 2009.	View



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Malaysia

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Malaysia Specific
Employee Provident Fund – How do enter an EPF into the PlanPlus Planit?	View
Tax Calculations – How does the PlanPlus Planit treat Tax Calculations and EPF Treatment for Malaysia?	View



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Singapore

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Hong Kong

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

India

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Caribbean

Jamaica

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Trinidad and Tobago

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Barbados

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Bermuda

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Bahamas

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

Puerto Rico

Frequently Asked Questions

Below are some common questions ... To view the questions, select "View".



Planning
Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?	View
Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?	View
Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?	View
Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?	View
Inflation Assumption – What is the impact of changing the default inflation rate?	View
Life Goals Calculations – How does the comprehensive Life goals Analysis work?	View
Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.	View
Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?	View
Planning Results – Why do I get different results from two different financial planning tools?	View
Present Value of a Pension – How to Identify the Present Value of a Pension?	View
Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?	View
NEWRental Property Disposition – How does Planit deal with rental property?	View
Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?	View
The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?	View
Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?	View
Data Entry Screens
Asset Allocation – How do you do asset allocation in PlanPlus Planit?	View
NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?	View
Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?	View
Detailed Asset Entry – How do I enter detailed assets?	View
Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?	View
Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?	View
Documents
Document Choices – Which document is right for me to achieve my objective?	View
Document Generation – Where do I go to generate documents for my clients?	View
Safety Deposit Box – What is the Safety Deposit Box?	View
Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?	View
Data Integration
Dataphile Integration - How do I upload my client data using Dataphile?	View
RPM Integration - How do I upload my client data using RPM?	View
Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.	View
Univeris Integration for a Corporate User – How to Import client data from Univeris within a corporate edition of the PlanPlus Planit?	View
Univeris Integration for an Individual User – How do I upload my data from my back office system?	View
Pershing Integration - How do I do a Pershing integration of my clients?	View
Croesus Integration - How do I import client data from Croesus?	View
Calculators
Retirement Income Calculator – What is the Retirement Income Calculator?	View
Single Needs Illustration Schedule Report - This helps you understand the results you may find in the Single Needs Illustration Schedule Report.	View
Administration
Change your Password – How do I change my password?	View
Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?	View
User Profile – How do I change my user profile?	View
Release Notes
5.1 Release Notes – What are the new features and enhancements to the new version?	View
5.2 Release Notes - What are the new features and enhancements to the new version?	View
5.3 Release Notes - What are the new features and enhancements to the new version?	View

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