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Includes interactive calculators for retirement, education funding, and insurance needs. The education calculator models projected college costs, investment returns, and funding gaps based on client data for comprehensive financial planning.
Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.
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Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
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