Tutorials
Various video tutorials
- How to "Change Age, Tax Rate & Name" on a plan
- Overview of rAccount (Reserve Account)
- Overview of using Tax Summary module in an IFLM case
- Overview of "Funding"
- IFLM 2017 TV Commercial Platform Overview
- Introduction to IFLM Tax feature
- Adding a Single clients SS strategy into IFLM
- Getting Started Video Part 1- FAQ & System Overview
- IFLM Income Planning Software Training Recorded Webinar
- Using the Income for Life Model software on an Ipad
- Overview of "Investment Segment" Section
- Overview of "Additional Income" (Income floor, external income)
- Overview of the "Summary" Section
- Overview of "Assets & Income" section
- Overview of "IFLM Strategy" section
- Example One - Initial Proposal (3yr deferral, PV of assets)
- IFLM Income Planning Software Training Recorded Webinar