Planit:Introduction to the Retirement Income Planning Report

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
What is the Retirement Income Planning Report and what can it do for my client?
• Modular goal report
• Results, shortfall or surplus
• Planning alternatives

Keep on Track! Continue training on...
Modular Planning Getting Started
Why You Should Use Planit Retirement Income Planning Report

Other Related Topics
Reliability Forecast Introduction to Modular Planning Summary Analysis

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.