RazorPlan: Retirement “Accumulation” Planning

This session will focus on accumulation planning and how to use the “Cash Flow Allocation” feature to add greater value. You will also learn how easy it is to illustrate the “Retirement Risk Zone” using both historical and random rates of return. Dave will also show you how to use the retirement analysis to find additional premium dollars to fund your client’s life insurance needs.

Resources For This Session

Under Construction