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This RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on how RazorPlan uses speed, clarity, and professional output to drive better conversations and next steps with clients.

There are NO CE credits for this session