Decision Center – Liquidation Strategy and Retirement Age Solvers

When you use the new solvers in your Decision Center planning experience, you can deepen your planning conversations with clients and streamline your workflow to answer typical questions like, “When can I retire and still achieve my plan goals?”

Located in a new Insights section, the solvers eliminate the need to guess and check different values to answer common questions by offering calculated solutions. You can toggle the solver result on and off to preview the impact in Decision Center. Then you can quickly save the results to the Plan or Base Facts.

Check out this short video to learn more about how to use this new feature.