How to Determine if Your Plan Changes Have Added Value to a Client’s Retirement Portfolio in Income InSight

There are Two Ways to Determine if Your Plan Changes Have Added Value to the Base Case.

  1. Review the “Estate Value.” If the “Estate Value” in the plan is more than that of the base case, then the changes you made have added value. If the “Estate Value” of the plan is less than the base case, the changes did not add any value.
  2. Review the “Stress Tests.” The plan additions have added value if the stress test indicators turn from red in the base case to green in the plan.

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