Helping Diligent Advisors Ensure Their Client Is On The Right Planning Path
Sign up to receive updates about our newest checklists and flowcharts!
Assist in decision making process
Client educational tool
Remember old rules you don't use often
Avoid careless errors
Uncover more planning opportunities
Download the white paper to learn how flowcharts can serve as a framework to help guide your clients, save time, and reduce errors.
Add your logo
Choose your colors
Deluxe members can customize the flowchart colors to match their brand. Pick from six color palettes and add your own logo.
Digitally complete checklists and add notes
Send completed checklists to CRMs
Premier members can complete interactive versions of the checklists and share the completed checklist.
Become a member to receive:
- 35+ Decision-oriented flowcharts
- 15+ Issue-based checklists
- One to two new flowcharts/checklists added each month
- Updated as needed to stay current
- Common decision points retirees must consider
- Download as PDFs
- Advisor Facing and Client Friendly
- Customize the flowcharts to match your brand (Deluxe and Premier)
- Share online/social (Deluxe and Premier)
- Download all resources with one click (Deluxe and Premier)
- Complete checklists online (Premier only)
- Send completed checklist-notes to your CRM (Premier only)