Concept Toolkit FAQ
What's
the difference between Planning Toolkit and Concept Toolkit?
Planning Toolkit is a financial needs analysis tool that lets
you create full financial plans for clients. Concept Toolkit
is a quick calculator and concept illustration tool. Concept
Toolkit can be used to complement and enhance your full financial
planning software reports. It's also a great time saver when
you need to create a report for a client or prospect but a
full financial plan is not required.
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Can
I print more than one concept screen at a time?
You can print more than one page at a time by clicking on
the Presentations button, selecting or creating a new presentation
and then clicking on the Print button. You can enter the client's
name that you want to appear on the page and the number of
copies you want to print. All of the pages in the presentation
will print automatically.
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When
I change a number on the data entry screen, why don't the
calculations change?
You must press the Enter or Tab key
or click the mouse after typing in the number. If you type
in a number and without doing one of these three things, your
entry will not be "saved" and the calculations will
not change.
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Why
is there no Save button?
All data in Toolkit is saved automatically
as you enter and change data under the current client's name.
There is no "Save" button or "Save data?"
prompt when you exit Toolkit because of the automatic save
feature.
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How
are advisors using Concept Toolkit?
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Complement
your existing financial planning software with visual
printouts |
|
Create
quick calculations when a full financial plan is not required |
|
Use concepts
to start the sales process with clients and prospects |
|
Create
presentations for workshops or one-on-one meetings |
|
Illustrate
and explain complex financial topics to clients and prospects |
|
Reinforce
client's understanding of your financial plan's recommendations
for compliance and due diligence purposes |
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Can
I create a financial plan in Concept Toolkit?
Yes.
To create a basic financial plan, click on the Planners tab
to access these planning modules: Cover Page, Goals, Cash
Flow, Net Worth, Asset Allocation, Retirement, Life Insurance,
Disability Insurance, Estate Planning Checklist, Estate Tax
Calculator, Recommendations. To create more detailed plans
with full client/spouse integration, we recommend you use
Planning Toolkit.
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How
do I get the pages to print out in portrait format?
With
the exception of Concept Toolkit's Planner calculators and
several concept screens, you can only print in Landscape mode
("sideways") in Concept Toolkit. Changing your printer's
setting to Portrait mode will not have any effect on the orientation
since it has been set internally within Concept Toolkit.
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How
do I change the marginal tax rates?
Click
the Settings button and then click the Tax Rates tab to change
marginal tax rates. The rates you enter here will flow through
to the appropriate concept, calculator and data entry screens.
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Why
doesn't Concept Toolkit fill up my computer's entire screen?
It
probably means your monitor's resolution is set to 1024 x
768. Concept Toolkit is designed to fill up the entire screen
for monitor resolution settings of 800 x 600 only. To change
the resolution size, click on the Display icon in the Control
Panels folder, choose the Settings tab and then set the Desktop
Area to 800 x 600. If you want to leave the size at 1024 x
768, Concept Toolkit has a Cover feature that puts a black
background around the Toolkit screen to hide the Windows desktop
behind it. To access this feature, click on the Settings button
in Concept Toolkit.
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Can
I group more than one concept into a report or presentation?
The Presentation Builder in Toolkit
is a powerful feature that lets you build an unlimited number
of reports or presentations using any combination of the 300
screens in Toolkit. To open the Presentation Builder window,
click on the Create a Presentation bautton on the Main Menu
screen or the Presentation button on any Content screen.
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