Planning Tools
Educational calculators and dashboards for your client meetings.
Coverage analysis / 3 tools
Life Insurance Needs
Answer questions about income, debts, and dependents. Uses DIME methodology with present-value math.
Walk through 4 steps to calculate the coverage gap between current needs and existing policies.
Disability Insurance
Compare group vs individual coverage. See the tax trap and design a split-premium strategy.
Enter current coverage details to the after-tax gap most clients don't know exists.
Long-Term Care
Project state-specific care costs with inflation. Connects to your Bucket Plan reserves.
Select the client's state and care type to see projected costs using CareScout 2025 data.
Model the full picture / 2 tools
Income & Retirement Planning
Model income sources year by year, see RMD obligations, and evaluate Roth conversions. Updates live.
Enter income sources and retirement accounts to see projected withdrawals across the full timeline.
Digital Asset Inventory
Collect all financial accounts across 8 categories. Auto-classifies into Now/Soon/Later buckets. Data saves locally and feeds into Bucket Plan + ERP.
Add accounts one by one or paste from a spreadsheet. The tool categorizes and totals automatically.
Build client deliverables / 2 tools
The Bucket Plan
View current vs proposed allocation, plan transitions, and export to PowerPoint. Loads account data from Asset Inventory.
Review the auto-populated bucket allocation, adjust proposed changes, then download the branded PPTX.
Elevated Retirement Plan
Build branded ERP documents with auto-populated financials. Covers 6 pillars: Understanding, Income, Alignment, Taxes, Protection, Legacy.
Select sections to include, review auto-filled data from Asset Inventory, then download as DOCX.
Slide Background Options
Three visual styles for the Bucket Plan PowerPoint export.
Data flows between tools
Account balances auto-populate the Now/Soon/Later allocation view.
Financial data fills in the ERP document sections automatically.
Projected withdrawal needs inform the Bucket Plan transition strategy.
Coverage analysis feeds the Protection pillar. Also works standalone.