Live Training Webinar: Target-Map Enhancements

In this webinar, we covered Asset-Map's newest feature Target-Map Comparisons. This feature allows you to select up to three Target-Maps at a time to make quick adjustments to areas, such as Expected Net Return on Capital, Annual Increase of Contributions, and Duration of Contributions.
We also addressed how to leverage Target-Maps to assess goals and needs, as well as the updated Target-Map Summary Page. Target-Maps are a vital tool to help illustrate whether your clients are fully funded, underfunded, or overfunded.
Hosted by: LiaJean McHenry, Sr. Training Manager