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  1. Wealth2k, Inc.
  2. Video Tutorials
  3. Tutorials

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
Wealth2k, Inc.